Domont Consulting – Personal Finance and Warren Buffett Investing Strategy Toolkit

Personal Finance and Warren Buffett Investing Strategy Toolkit by Domont Consulting brings personal finance and value investing together in a six-module course. It includes 24 editable Excel spreadsheets, presentations and video training.

The toolkit examines Buffett’s approach to selecting companies for long-term investment, including patient capital allocation and dividend reinvestment.

Personal finance and value investing skills

• Build net worth calculators and financial dashboards to track your complete financial position
• Apply Warren Buffett’s value investing framework to identify undervalued companies
• Analyze stocks using professional-grade financial models and real-time data tools
• Follow a systematic 4-step investment decision process to eliminate emotional investing
• Manage your portfolio with Excel dashboards that track performance and returns
• Implement long-term wealth building strategies that compound consistently over time

The six-module value investing system

The curriculum starts with an assessment of personal finances, then moves through investment choices, stock evaluation and ongoing portfolio tracking.

Module 1: Personal finance foundation

Establish a financial baseline using net worth calculators and dashboards. Templates for income, expenses and savings help organize the information used to assess your financial position.

Module 2: Investment options and recommendations

Explore different investment vehicles and consider how they fit your financial goals, tolerance for risk and wealth-building timeline.

Module 3: Warren Buffett’s value investing strategy

Study the components of Buffett’s investment philosophy, from strategic objectives and portfolio construction to investor attitude and mindset. The module also addresses decision-making, investment frequency, cash management and time horizons.

Module 4: Stock watchlist and screener

Use Excel watchlist and screening tools with real-time data feeds to examine potential investments. The screening approach applies value investing criteria to the search for undervalued companies.

Module 5: Stock investment decision process

Work through four questions in sequence: Is the investment right for you? Is it a good company? Is it available at a good price? Should you invest? The framework organizes the decision around a structured analysis.

Module 6: Portfolio management

Record trades and use dashboards to monitor portfolio performance and visualize returns over time.

Who the toolkit is designed for

The material is designed for beginning investors, value investing enthusiasts, financial professionals, business executives and retirement planners. It combines introductory financial tools with templates for researching investments and managing a portfolio.

Presentations, spreadsheets and video training

The downloadable materials include PowerPoint presentations on value investing, step-by-step video training and 24 editable Excel spreadsheets. The spreadsheets can be adapted with personal financial data and modified formulas.

The tools include net worth and financial tracking templates, stock watchlists and screening tools with live data, and a system for recording trades and tracking portfolio performance. The materials also set out the Buffett strategy framework and its decision models.

About Domont Consulting

Domont Consulting was founded by Aurelien Domont alongside former JP Morgan investment bankers and consultants from McKinsey, Deloitte and BCG. The team spent more than 4,000 hours studying Warren Buffett’s methods while developing the toolkit.

Since 2012, Domont Consulting’s frameworks have supported more than 200,000 executives, consultants and entrepreneurs across over 180 countries.

Investment risk

Investing involves risk, including the possible loss of capital.

Frequently asked questions

What does the Personal Finance and Warren Buffett Investing Strategy Toolkit cover?

The six modules move from personal finance foundations and investment options to Buffett’s value investing philosophy, stock screening, investment decisions and portfolio management.

Do I need investing experience to use the toolkit?

No prior investing experience is required. The course begins with personal finance fundamentals and progresses to value investing, using video tutorials and templates.

What materials are included?

The toolkit includes PowerPoint presentations, video training and 24 Excel spreadsheets. The spreadsheets include financial tracking templates, stock screening tools and portfolio dashboards.

Can I customize the Excel spreadsheets?

Yes. The spreadsheets are editable, so users can enter their own financial data, connect to real-time feeds and modify formulas.

Who created the toolkit?

Domont Consulting developed it through Aurelien Domont and a team including former JP Morgan investment bankers and consultants from McKinsey, Deloitte and BCG. The team spent more than 4,000 hours studying Buffett’s methods.