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Your Guide to Financial Well-being

 Transform Your Financial Future with a Fresh Perspective 

welcome

How to use this guide

Thank you for investing in this guide. I sincerely hope it exceeds your expectations and proves to be valuable.


This guide comprises a number of educational resources and practical insights that you can put into action today, in the coming week, and throughout this year. You have the flexibility to either follow the step-by-step approach or peruse the activities and select the ones that resonate with you.


Please ensure that you save the link to this page for easy access to the guide at your convenience. You'll also receive the link in your email for your reference.

Lena Perepelova, Founder "Women Investors Club"

Templates

Use these digital templates to start working on your financial health today. 

My Financial Health (docx)Download
20 easy activities to improve your financial well-being (xlsx)Download
Checklist for buying a financial product (pdf)Download

unit 1 - financial well-being

Watch this enlightening video to gain a comprehensive understanding of the concept of financial well-being. Then, follow the step-by-step instructions provided to assess your current level of financial well-being. This assessment will help you identify your strengths and areas where improvement is needed.

UNIT 2 - TRANSFORMATIVE FINANCIAL HABIT

Financial habit #1 - my wealth management day

This simple step will help you prioritize and actively work towards achieving your financial goals. 


Take just 3 minutes to watch this video on financial habit which makes a real difference . 


Afterward, consider scheduling 'Wealth Management' as a regular weekly activity in your calendar. 

unit 3 - defining your financial priorities

Use "My Financial Health" template and fill it in  while watching (or listening) to this video

unit 4 - TAKING ACTION: Essential activities

The list below presents twenty diverse financial activities, categorized to assist you in selecting the ones that align with your priorities. The excel version of this file is available as a template.

Download PDF

unit 5 - GROWING YOUR WEALTH

Move one step closer to building your wealth. Invest just 30 minutes in watching this video to gain essential insights into the fundamentals of investing.

FINAL WORDS

Investing in your financial well-being has the potential to increase your happiness.

Apply the new habits and work on your own financial confidence, ensuring your financial security in the future and setting an example for the new generations of women. 


As life marches on, our days seem to grow even busier, but it's crucial to keep your financial well-being at the forefront of your priorities. 


If you're eager to continue your educational journey, I encourage you to explore my  "Investment Accelerator" program.


Feel free to leave your comments about this course or ask me any questions through the contact form below.



Lena Perepelova, Founder "Women Investors Club"

Contact LENA:

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