Out Of The Box

12 Principles

OOTB’s 12 Principles ©

Our curriculum was developed incorporating insights and qualified methodologies from some of the brightest financial bankers, investors, entrepreneurs and corporate executives and students.
The foundation of our curriculum is built upon our 12 core principles which are woven into our workshop sessions. They are as follows:

1.    Develop Financial Partnerships
2.    Live Within My Budget
3.    Develop a Long-Term Financial Vision
4.    Ensure My Money Earns a Healthy Return
5.    Understand My Risk Tolerance
6.    Diversify My Investments
7.    Maintain an Excellent Credit Score
8.    Protect My Financial Identity
9.    Limit My Interest Expense
10.  Develop Multiple Entrepreneurial Revenue Streams
11.  Know My Target Client and Potential Competitors
12.  Leverage My Network

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