Behavioral Finance Mini Course
Ten-day mini-course to improve your behaviors around investing
Takes 5 minutes to read.
Email-Based Course - Cost? $0
This course isn't about trading or choosing the best investments. It’s about true self-reflection so you can make the most of your time and hard-earned money. And about how to align your finances with your values.
Life gets noisy.
Between work, family, hobbies and the 24/7 news cycle, it's easy to lose sight of what matters most - including with your money.
That's why I've created a 10-Day email-based course to cut through the clutter. Over the next 10 days, you’ll receive one thoughtful email per day.
Each one explores an essential lesson to bring intention and meaning to your financial life.
What if you could ask yourself deeper, more meaningful questions that go beyond “What stock should I buy?”
Easy-to-Understand
You’ll receive a steady pace of short messages meant to get you thinking and asking yourself important questions.
No jargon allowed!
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No Nonsense
You’re not being sold a fund or “new opportunity”. The only thing I want you to take away is clarity and the courage to act in line with your values.
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Reply (and get a response)
You’re not alone in this. Throughout the series, I’ll ask you to share a story or reply to me. It’s certainly not required, but the option is there if you want it.
These aren’t just emails, these are value-exploring questions and stories that will help you go beyond the superficial headlines and hype news cycle. They’re designed to go deeper and get you to confront what really matters to you.
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This journey is for you if…
- You want more than generic financial tips
- Current market volatility has you on edge
- You struggle to balance spending vs. saving
- Retirement feels uncertain
- Your money doesn’t match what matters
Daily insights sent straight to your email inbox.
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New perspective to avoid money mistakes
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Clarity on aligning finances with values
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Courage and strategies to reach goals
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Understanding of what you can and can’t control
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Meaningful money talks with loved ones
What if, 10 days from NOW, you could feel more prepared to:
- Avoid the tendency to buy high and sell low
- Avoid the pitfalls of generic financial advice
- Invest all of your assets–time and energy as well as savings–more wisely
- Quit spending money and time on things that don't matter
- Identify your real financial goals
- Start meaningful conversations about money
Let’s make progress together.
Joshua Escalante Troesh, CFP® | MBA
Purposeful Strategic Partners
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Align your values with your money
Get one thought-provoking message and sketch delivered via email daily for the next 10 days.
You’ll receive your first email immediately.
We never spam. By clicking this button, you consent to be contacted by Joshua Escalante Troesh, CFP® | MBA by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services.