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Personal Finance Essentials: Goal Setting and Account Organization

presented by Tim Fraticelli, PT, DPT, MBA, CFP®

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Disclosure Statement:

Financial: Tim Fraticelli receives compensation from MedBridge for this course.

Nonfinancial: Tim Fraticelli has no competing nonfinancial interests or relationships with regard to the content presented in this course.

Satisfactory completion requirements: All disciplines must complete learning assessments to be awarded credit, no minimum score required unless otherwise specified within the course.

MedBridge is committed to accessibility for all of our subscribers. If you are in need of a disability-related accommodation, please contact [email protected]. We will process requests for reasonable accommodation and will provide reasonable accommodations where appropriate, in a prompt and efficient manner.

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Video Runtime: 42 Minutes, Learning Assessments: 8 Minutes

Only one-third of Americans have a written financial plan. With average student loan debt exceeding $140,000 for recent physical therapy graduates, the need for financial planning has never been greater. This course will provide an understanding of the personal finance topics critical for creating a financial plan. You will learn how to identify relevant financial goals and key considerations to remember when seeking financial advice. You will also learn how to create a personal balance sheet, cash flow statement, and budget with examples in each chapter. You can print the sample worksheets and financial plan templates at the end of the course. This is part 1 of a 3-course series on improving your financial health.

Meet Your Instructor

Tim Fraticelli, PT, DPT, MBA, CFP®

Tim Fraticelli received his doctorate in physical therapy (DPT) from Washington University in St. Louis and his MBA from Drury University. As a practicing physical therapist and CERTIFIED FINANCIAL PLANNER(TM) professional, he enjoys combining his expertise in these two professions to help others achieve their goals--whether that's financial security, better mobility, or a more efficient…

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Chapters & Learning Objectives

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1. Establishing Financial Goals and Organizing Accounts

In this chapter, you will learn how to create relevant and achievable financial goals. Every financial plan starts with identifying your goals. This chapter identifies the five-question framework for creating personalized financial goals.

2. How to Create a Personal Balance Sheet

A balance sheet is a snapshot of what you own and what you owe. Understanding this is critical to your financial health. In this chapter, you will learn how to track your net worth by using a balance sheet. Example balance sheets and downloadable templates are available for you to use in your financial plan.

3. How to Create a Cash Flow Statement

A cash flow statement gives you essential information to understand your net inflow or outflow of cash on a monthly basis. In this chapter, you will learn how to track your cash inflows and outflows using a cash flow statement. Sample cash flow statements and downloadable templates are available for you to use in your financial plan.

4. How to Create a Budget

In this chapter, you will learn the key components of a budget, including fixed and variable expenses as well as sample category percentages. Sample budget quick sheets and downloadable templates are available for you to use in your financial plan.

5. Working With Financial Advisors

This chapter summarizes considerations to make when looking for financial advisors. You will learn how to find financial advisors who put your interests first and prioritize your financial success. Even for the DIY investor, it’s helpful to know how to find advice when you need it.

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