JB HerWealth

Plan for the chapters that matter most

Module 04: Life Planning

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Module Overview
Time for Completion 10 mins
Sections 3
Activities 1
Worksheets 3
Study time Self-placed
Language English
Access Free, Life Time

About this module

Life Planning is for any woman in Sri Lanka who wants to be ready for the turns life takes, a career break, a child, or an illness, before they arrive rather than in the middle of them. No finance background is needed. In a few short sittings you will learn how financial planning for a career break actually works, how to turn a large future cost like a child’s education into a steady monthly plan, and how to tell which kinds of insurance your situation really calls for.

This is the last of the four HerWEALTH modules, and it draws the earlier three together. Everything here is free, self-paced, and education, not advice. You walk away with three written plans you can keep, one for each chapter, and a clear sense of what to fund first.

What’s Inside

Course content

Planning for Career Breaks

Costing a break before it arrives, so you save for it by choice rather than in a crisis, and keep your protection and investments alive while income pauses.

Inside this section:

  • Career Break Plan (Worksheet): Print it and set your break cost, your break fund target, and how you will stay protected, one step at a time.
Saving for Children

Turning a large future cost, like an education, into a steady monthly plan you can actually hold to, and starting the fund early so time does the heavy lifting.

Inside this section:

  • Child Financial Plan (Worksheet): Your deposit, interest rate, and inflation, in. Your inflation-adjusted return, out.
Insurance Planning

The three kinds of protection, life, health, and income, and which ones your situation actually calls for, plus the common mistakes to sidestep.

Inside this section:

  • Match the need to the cover (Activity): A matching game that pairs a real-life need with the cover that answers it.
  • My Insurance Plan (Worksheet): Print it and map your dependents, your income, your existing cover, the gap, and your first action.
Your Benefits

Skills you'll gain in this module

  • Cost a career break before it arrives and save for it by choice.
  • Build a steady plan for a child's education.
  • Understand which types of insurance you actually need.
  • Put protection around your income, health, and family.
  • Plan for life's turns rather than react to them.
Your Rewards

What you will be able to do

How do you plan financially for a career break?

Inside the module you will work out what a break would cost you, then build a dedicated fund for it in advance so time away is a choice rather than a shock. Sign up free to plan yours.

How do you save for a child's education in Sri Lanka?

You will see how to turn a large future cost into a steady monthly plan and start early enough that the years do the heavy lifting. The full method is in the module.

Which types of insurance do you actually need, life, health, or income?

You will learn to tell the three covers apart and match them to your own situation, so you protect what matters without overpaying. Start free to map your own cover.

You have seen what's inside. Now open it.

There is no cost, no credit card, and no prior knowledge needed. Signing up free unlocks the full Money Foundations lesson, every calculator, and the worksheet, and saves your progress toward the certificate. Start here and take the rest at whatever pace fits your life.

Module Overview
Time for Completion 10 mins
Sections 3
Activities 1
Worksheets 3
Study time Self-placed
Language English
Access Free, Life Time
The Full Path

Take these modules next.

Money Foundations is the first of four modules in the free HerWEALTH course, and it leads straight into investing.