Basic Boot Camp Financial Toolkit
A sound financial plan, built over time and reflective of your own personal short- and long-term goals, is a great way to become financially empowered. Taking an accurate and complete picture of where you are now, determining where you want to go, and taking steps to get there are the three phases of building a solid plan. Here are helpful articles and worksheets you may download to get started:
Forms and Worksheets
- Annual Spending – Joint [Microsoft Excel]
- Annual Spending – Single [Microsoft Excel]
- Balance Sheet [Microsoft Excel]
- Liability Sheet [PDF]
- Glossary of Financial Terms
- How to Have the Best Financial Date Night Ever!
- Your Financial Health Checkup
- What Keeps You Up at Night?