DOWNLOADABLE RESOURCES
Use these downloadable financial resources to reach your financial goals:
Personal Budgeting
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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
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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.