If you have a significant other in your life, ask them to work through these tools with you! By comparing notes, you'll be able to understand each other better and smooth out potential problems before they happen.
Money and Values Worksheet - When you spend money or make investment decisions, you might actually be repeating the actions of your parents and family members without considering if those actions work for you. Use this worksheet to discover how your money values were formed, how this has influenced your spending habits and perhaps even a few things you'll want to change!
Financial Roadmap Goal Setting Chart - A financial roadmap will outline your values, goals and financial plans. It can help you focus on accomplishing your goals by outline the steps you'll take to get there.
Budget- A budget is a tool that helps you gauge exactly where your finances are now, and helps you get them where you want to be. A well-balanced budget should help you make financial decisions with confidence, and worry less about your future.