Financial Resources

Resources

Our goal is to promote financial literacy with these downloadable resources and help you get the most out of your money & life.

Household Monthly Spending

Track your household's discretionary spending on a monthly basis with this printable sheet. One version includes common categories. A second version has open ended categories you can fill in.

Printable Sheets

Property Walkthrough Checklist

Going house shopping? Use this printable sheet to record your impressions and stay organized. Capture key aspects of a home including condition, your impressions, and major warning signs.

Printable Sheets

In Case of Death Template

The most courteous way to die - with all your records in order. This template will help you provide clear instructions and information to your loved ones after your death (or if you are incapacitated). Keep this list in a safe place, ideally in a packet near or with your Will. A fireproof safe in your home, a safety deposit box, and/or with your lawyer are good places to keep this information.

Printable Sheets

Financial Bucket List

Got big financial goals? Great! You are WAY more likely to reach your goals if you write them down. Here is a printable sheet to track your financial bucket list.

Printable Sheets