FINANCIAL FOUNDATIONS
“Long-Term Investing and Financial Planning for Beginners”
At MOVETRUE, self-mastery is multidimensional. Once you’ve cultivated awareness of and trained your body and mind, the external aspects of life come next — including financial health. Because the way you perceive and manage money is simply another expression of how you move through life. The more conscious, disciplined, and grounded you become with your finances, the more secure, resilient, and independent you become as a person.
What you will receive in this course
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3-part on-demand video series (5 hours total) for self-paced learning, covering the core foundations of personal finance, investing, and wealth-building—giving you the knowledge and tools to level up your financial awareness and build a stronger and more secure financial future.
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A suite of six easy-to-use spreadsheets to help you track spending, manage savings, plan investments, and estimate taxes with confidence.
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Q&A sessions to help you stay on track and get answers when you need them.
By the end of this course you will be able to:
Build your first investment portfolio using long-term, time-tested wealth strategies (including brokerage and retirement accounts)
Understand the most common and effective long-term investment vehicles and how to use them
Understand the basics of taxes, including how to set aside and manage them if you’re self-employed
Track your personal and business income and expenses
Create a clear budget and allocate your savings effectively
Use financial tracking and investment tools with confidence
Open, manage, and understand retirement accounts, including rules and contribution limits
Understand the pros and cons of renting vs. buying a home to make a more informed decision
NOTE: This course is open to everyone, but it is especially relevant for individuals based in the United States.
DISCLAIMER: I, Jessica Li, am not a licensed financial advisor, investment advisor, or tax professional. This course is for educational purposes only and does not constitute personalized financial, investment, or tax advice.
