This comprehensive course explores the fundamental aspects of personal financial management and wellness. Students will learn practical strategies for improving spending habits, protecting assets, maximizing financial resources, and planning for long-term goals. Topics include budgeting, emergency fund creation, debt management, insurance planning (life, disability, health, and property), investment basics, tax strategies, retirement planning, and college savings options. The course provides a holistic approach to financial decision-making, emphasizing both immediate money management needs and long-term financial security. Special attention is given to risk management and the importance of creating a balanced financial foundation for life's various stages.

Financial Advisor Matt Peterson focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.