Personal Financial Resources

Net Worth (pdf)
Financial Goals (pdf)

MONEY 1 TO 1 WORKSHEETS
Used with written permission of AFCPE.

• WORKSHEET A. Current Budget (pdf)
  This will help you get a snapshot of how you spend your money today.
  
  
• Worksheet B. Future Budget (pdf)
  This will help you manage your money more effectively in the future.
  
  
• Worksheet C. Net Worth (pdf)
  This will help you calculate your total net worth based on balancing assets and liabilities.
  
  
• Worksheet D. Goal Setting (pdf)
  This will help you set savings priorities and determine what actions are most important to take.
  
  
• Worksheet E. Setting Priorities (pdf)
  This will help you set spending priorities.
  
  
• Worksheet G. Money Personalities (pdf)
  This will help you understand the role money plays in your life and how you want to manage money.
  
  
• Worksheet H. Goals and Motivations (pdf)
  This will help you identify the emotions behind the things you want most.
  
  

Severance Brochure (pdf)