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Worksheets for Building Your Financial House


Having financial knowledge is great, but it's equally as important to build skills in actually using and making decisions about money.  Here are the worksheets that are mentioned throughout the website and will help you to build your own financial house.  The worksheets are listed in the order that they appear in the sections; also, some are found in multiple sections and listed as they apply.  We're adding new worksheets regularly, so check back soon for more skill building tools!

Invest in Yourself

What is Success?

Control in My Life

My Asset Four Square

Personal Asset Questionnaire

Assets Employers Want

The Priority Tree

My Destination

SMART Financial Goals

Maximize Earnings

Self-Assessment of Resources

What Comes In - Add It Up

Understanding Your Pay Statement

Job Benefits Checklist

Insurance Benefits

Flexible Spending Accounts - Health Care

Ten Questions to Ask About Retirement Benefits 

Before You Jump Ship

Spend Sensibly

Money Values

Basic Money Choices

Steps to Effective Money Decisions

My Money Map

Periodic (Special) Expenses

Finding the Right Fit

Check Taxes

Where Are Your Family Records?

Home Filing System Organizers

Review Your 1040 (2015)

What Will You Do?

IRS Form W-4 (2016)

Make Money Work

Stash Your Cash Comparison

Assessing Your Assets

Just for Fun - What Would You Do?

Where Do You Stand - Net Worth

Protect Your Potential

My Potential Risks and Losses

Saving For Emergencies

Questions to Ask About Coverage

Health Insurance Checklist

Know Your Policy - Automobile Insurance

Know Your Policy - Disability Insurance

Know Your Policy - Health Insurance

Know Your Policy - Homeowners/Renters Insurance

Know Your Policy - Life Insurance

Documenting Your Wishes

Borrow to Grow

Don't Shop for a Monthly Payment

My Credit Practices

Know When to Say 'When'

Dissecting Your Debt

Jobs

My Asset Four Square

Job Benefits Checklist

Know Your Policy - Disability Insurance

Before You Jump Ship

Family

Money Values

Basic Money Choices

Steps to Effective Money Decisions

Retirement

Ten Questions to Ask About Retirement Benefits 

End of Life

Know Your Policy - Life Insurance

Documenting Your Wishes

 

 

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