DOWNLOADABLE RESOURCES

Personal Budgeting

• Monthly Cash Flow Plan 

  Use this budgeting worksheet to easily track your monthly expenses so you can plan ahead.

• Quick Start Financial Fitness Plan

  Use this plan to save for your future by setting small attainable savings goals.

• Financial Fitness Wheel

  Fill out this visual snapshot to reach your financial goals.

• Money Values Survey

  Use this survey to figure out your values when it comes to spending money.

Financial Knowledge

• Know Your Score

  Learn about credit scores and see a breakdown of what your number means.

• Categories Used to Determine Credit

  View percentages of each type of credit you should have.

• Examples of Compound Interest

  View this graph to see the value of how interest accumulates over time, and why you should start saving early.

• Financial Life Cycle

  Discover the typical age group in financial planning for life events.