Ready to get a grasp on your finances?
Each step is explained with an article, video, and personal story to keep it interesting.
Each step is explained with an article, video, and personal story to keep it interesting.
Level 1
In order to get somewhere, it helps to first know where you are. Level 1 is about getting an idea of where you stand and what areas will be the most important to focus on. For you nautical types, think of it like taking a fix. Level 1 information provides the foundation for everything else, so let's get started!
Identifying Your Net WorthYou're going to build a personal balance sheet, complete with all your assets (investments) and liabilities (debt). We'll use digital tools such as Mint & PersonalCapital.
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Knowing Your CreditYou'll not only find out your FICO score, but you'll learn ways to improve it and monitor your credit for identity theft. We'll use CreditKarma, Experian, & Credit Journey.
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Finding Your FeesInvestment fees come in various forms and tiers. Sadly, many investors have no idea how much they are paying. You'll uncover your yearly fees.
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