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Financial Guidance & Milestones for Widows and Divorcees
Introduction
Welcome to the course (7:11)
Three levels of learning (2:45)
Taking Stock
Handling emotions (5:05)
Do you know what your communication style is? (3:15)
Managing expectations (4:59)
Stages of transition and how it affects us as widows or divorcees (5:18)
Handling grief triggers (4:49)
Checking in: what decisions have I made? (1:58)
Let's begin to build your vision/purpose (5:28)
Introducing the $1000 challenge (2:02)
Improving your financial situation
Discuss - your checking in worksheet
Decision Free Zone (8:09)
Financial steps for recent widows: getting organized (3:16)
Creating a budget (accounting worksheet) (3:11)
Action Item List
Creating a structure and support for change (3:15)
Reflection
Reinventing you
Designing a life worth living without my partner (Bliss list) (1:35)
Discovering or creating your purpose
Setting financial goals (2:57)
Determining your daily, weekly and monthly action steps
Should you work with a coach or financial planner? (2:36)
Growing your income or cash flow and understanding this (5:55)
Investing
Your support network (1:54)
Reflection
Thank you!
Thank you & what's next (1:37)
Acknowledgements
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Checking in: what decisions have I made?
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