Course Description

Not Sure which Financial Goal to Tackle First?

”Don’t Put ALL Your Money in One Bucket” is an online self-paced course that you can complete in less than an hour.  It is designed to help you prioritize and set S.M.A.R.T financial goals.  It also shows you which investment or savings vehicles are most appropriate to each goal.  By the time you are done, you will know what financial goal(s) you need to start working on now.  


Shehara Wooten, CFP®

This is the instructor section. You can use this space to tell and show your students who you are and why you're the perfect person to teach the course you're offering. You can talk about your work and education history, and really anything else that shows off who you are so your students get excited about learning from you. You're the expert after all, this is your chance to shine!

Course curriculum

  • 1

    Welcome to the mini-course!

    • How to use this course

    • Before we begin...

  • 2

    Chapter 1

    • Money Buckets Chapter 1.pdf

    • Money Buckets Quiz Chapter 1

  • 3

    Chapter 2

    • Money Buckets Chapter 2.pdf

    • Money Buckets Quiz Chapter 2

  • 4

    Chapter 3

    • Money Buckets Chapter 3.pdf

    • Money Buckets Quiz Chapter 3

  • 5

    Chapter 4

    • Money Buckets Chapter 4.pdf

    • Money Buckets Chapter 4 Quiz

  • 6

    Chapter 5

    • Money Buckets Chapter 5.pdf

    • Money Buckets Quiz Chapter 5

  • 7

    Chapter 6

    • Money Buckets Chapter 6.pdf

    • Money Buckets Quiz Chapter 6

  • 8

    What's Next

    • Congrats! Here's what's next... More resources for you

    • Before you go...