Course Description

Instructor Title

Robin Thompson

Robin Thompson is a money coach and author who left her fast-track career in engineering leadership to pursue her true calling: to assist women in achieving financial freedom and ultimately, a more purposeful life. Robin has been featured as the Money Coach for ABC-TV in Detroit and a columnist for the Detroit News/Free Press, Women’s Lifestyle Magazine, Balance Magazine (for First Midwest Bank), Alaska Airlines Magazine, and Health Alliance Plan’s (HAP) Membership Magazine. She is the author of two books—Increasing Your Cash Flow: A Practical Financial Guide and the 31 Day Action Guide to Increasing Your Cash Flow. Numerous companies credit Robin with improving the financial health of their employees through her financial wellness programs. Some of her clients have included: Blue Cross and Blue Shield of Michigan, Ford Motor Company, Compuware, and HAP, a subsidiary of one of the nation’s leading health care systems.

Course curriculum

  • 1

    Welcome to Increasing Your Cash Flow!

    • Watch This Video First

  • 2

    Module 1: Getting Organized

    • Overview: Getting Organized

    • Setting Up

    • Organize Your Documents

    • Where to Keep Important Papers

    • Staying Organized

    • Take Action

  • 3

    Module 2: Assessing Your Financial Situation

    • Overview: Assessing Your Financial Situation

    • Assessing Your Financial Situation

    • Assessing Your Financial Position

    • Using Your Net Worth Statement

    • How to Increase Your Net Worth

    • Take Action

  • 4

    Module 3: Your Relationship With Money

    • Overview: Your Relationship With Money

    • Your Relationship With Money

    • Relationship With Money Example

    • What Does Money Mean to You Pt. 1

    • What Does Money Mean to You Pt. 2

    • Unhealthy Money Motives

    • Changing Your Money Mindset

    • Rewire for Financial Success

    • Take Action

  • 5

    Module 4: Get SMART With Your Money

    • Overview: Get SMART With Your Money

    • Design Your Life Video

    • What Are Your Financial Goals

    • Essential Goals for Saving - Contingency Fund

    • Essential Goals for Saving - Future Purchases

    • Essential Goals for Saving - Wealth Building

    • How to Get SMART With Your Money

    • Take Action

  • 6

    Module 5: Cash Flow Planning

    • Overview: Cash Flow Planning

    • Take An Honest Look At Your Cash Flow

    • Cash Flow Plan Success Cycle

    • Plan Non-monthly Expenses

    • Non-monthly Expenses Worksheet Demo

    • Plan Monthly Expenses

    • Monthly Spending Plan Worksheet Demo

    • Balance Your Monthly Spending Plan

    • How to Modify Spending - Needs vs Wants

    • How to Modify Spending - Eliminate Waste

    • Sticking to a Budget

    • Compare & Adjust

    • Take Action

  • 7

    Module 6: Debt Elimination Strategies

    • Overview: Debt Elimination Strategies

    • The Cost of Debt

    • M&Ms of Debt Pt 1

    • M&Ms of Debt Pt 2

    • Steps to Eliminating Debt

    • Lower the Cost of Credit Card Debt Pt 1

    • Lower the Cost of Credit Card Debt Pt 2

    • Lower the Cost of Credit Card Debt Pt 3

    • Lower Student Loan Debt Pt 1

    • Lower Student Loan Debt Pt 2

    • Lower the Cost of Student Loan Debt Pt 3

    • Lower the Cost of Mortgage Debt

    • Create a Debt Payoff Plan

    • Take Action

  • 8

    Module 7: Money Management - A Lifestyle

    • Overview: Money Management - A Lifestyle

    • P.Y.F. Cash Flow Accounts

    • Implement the P.Y.F. Cash Flow Management System

    • Effective Money Management Lifestyle Practices

    • Take Action

  • 9

    Next Steps

    • Congratulations!

    • Your Opinion Matters!