The Pocket Plan is a flexible cash flow tracking program that is not restrictive but inclusive of all your needs & wants. The plan puts more cash back in your pocket by timing the use of your cash.

Your current cash flow stream is used to highlight patterns of spending, buying & investing that affect your control over wealth building. Discover the different habits of spending, buying & investing that help or hinder your progress.< /br> Lessons include defining attainable goals, setting realistic timetables, identify controllable costs & apply debt exit strategies to minimize costs. Use the training to design a flexible budget that creates opportunities of profitability, even from an unprofitable budget.

This course is provided in 30 day increments to promote quick learning & advancement. The course is available to individuals & includes a condensed presentation of the Introduction course.

  • Goal: Define your goals & daily cash flow.
    Tools: Daily Cash Flow worksheet & associated tutorials.
    Cost: 5 minutes per week, up to 30 minutes per month, monthly course fee.
  • Goal: Define your total debt costs to create a flexible budget.
    Tools: Worksheet 2, Total Debt Load, Target Debt & associated tutorials.
    Cost: 5 minutes per week, up to 1 hour per month, monthly course fee.
  • Benefits:
    Plan:
    Tools: Update and analyze prior worksheets + Income, Expense sheets.
    Cost: 5 minutes per week, up to 2 hours per month, monthly course fee.