Frequently Asked Questions

I don’t have a lot of money. Why should I be worried about personal finance and planning?

Hands down the biggest mistake I see young people make is the false concept that personal finance doesn’t apply until someone has a lot of money. This is not only poor logic, it holds people back from pursuing personal and financial goals. The time to learn personal finance isn’t once you have a lot of money because most likely you have made costly mistakes and could have developed bad financial habits.

The time to learn about finance is now. Whether you are about to graduate from college, working your first job, or relaunching your career. Every day that you are not actively managing your financial health is a day you are likely losing money by either not investing properly, not budgeting with intention, or having your debt manage you. Learning about money and finance does not need to be hard and the more you learn, the closer you are to financial independence and taking control of your goals.

When does the course start and finish?

The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.

How long do I have access to the course?

After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own. There is a lot of information in the course and we want you to be able to revisit ideas and use the workbook. The Planancial courses have the power to help you work toward changing your habits, your vision, and ultimately your life.

What if I am unhappy with the course?

We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

I work for or own a company. Is there a way to make Planancial accessible to my employees and coworkers?

As a business owner herself, Barbara understands that an engaged and valued workforce is the best kind. Planancial is the perfect tool to share with employees to help them make the most of their salaries and work towards financial independence.