STARTING POINT MEMBERSHIP
Start Where You Are. Build From There.
Starting Point is your self-guided financial learning center. Use your 7-step Financial Master Plan, practical tools, and whole-life resources to strengthen your finances one step at a time.
Start 7-Step PlanStart Here
Three simple steps to make the most of your membership.
Begin Your 7-Step Plan
Start with Step 1 and work through your financial journey at your own pace.
Use Your Tools
Access calculators, trackers, spreadsheets, planners, and other resources whenever you need them.
Take It One Step at a Time
You don't have to complete everything at once. Focus on the step that you're currently working on.
Your 7-Step Financial Master Plan
A clear roadmap to help you build a stronger financial future, one step at a time.
Goals & Values
Define what matters most and what you want your money to support.
Budget Method
Choose a budgeting system that works for your lifestyle.
Cash Flow
Understand what is coming in, going out, and where your money is going.
Debt Plan
Create a strategy to reduce debt and strengthen your credit.
Short-Term Savings
Prepare for emergencies, upcoming expenses, and near-term goals.
Long-Term Savings
Build toward future goals and greater long-term financial security.
Protect Assets
Protect what you are building and prepare for the unexpected.
Your Starting Point Resources
Tools, templates, and support for your whole financial life.
Money Tools & Resources
Calculators, trackers, spreadsheets, apps, and financial resources.
Life Planner
Meal, travel, home, and everyday life planning.
Events & Learning
Workshops, classes, and continued financial education.
Resource Library
Additional guides, downloads, and member resources.
Learn the Basics. Build Your Confidence
Build a stronger understanding of personal finance through self-paced lessons designed to help you make more informed financial decisions.
Learn at your own pace, strengthen your financial knowledge, and apply what you learn as you work through your 7-Step Financial Master Plan.
DIY Financial Coach Course
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Course Introduction
1 lesson- Course Introduction
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Cashflow Module
6 lessons- Financial Goal and Values
- Financial Statements
- Budget Methods
- Choosing a Budget Platform
- Categorizing Expenses
- Money Personalities
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Debt Management Module
5 lessons- Credit Management
- Financial Terms and Ratios
- Debt Reduction Techniques
- Debt Consolidation
- Debt Settlement and Bankruptcy
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Establishing a Savings Plan
6 lessons- Traditional Savings and Money Marketing Accounts
- Certificate of Deposit and Credit Builder Accounts
- Managing Short-term Saving Accounts
- Education Savings Accounts and Health Saving Accounts
- Retirement Accounts
- Life Insurance
Need more support?
You don't Have to Do It All Yourself.
Starting Point gives you the tools to work independently. If you reach a point where you'd like additional guidance, FWL offers other levels of support.
Explore Support Options