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Tools for Success

Following are some tools that will help guide you on the path to financial wellness. 

Free Webinars - Sign up for free webinars designed to help you on your path to financial wellness. Topics include goal setting, credit reporting, managing credit, debt repayment, and budgeting.

Income Worksheet - Use the income worksheet to help you determine the amount of income you can realistically count on.

Net Worth Worksheet - Calculating your net worth is as simple as comparing what you owe (liabilities) and what you own (assets).

Debt Load Worksheet - Create an accurate picture of your debt obligations. 

Financial Priorities Worksheet - Creating a list of needs and wants can help you establish your financial priorities.

Financial Goal Worksheet - Smart financial goals are Specific, Measurable, Achievable, Rewarding, and Trackable. Use this worksheet to identify short-, mid-, and long-term SMART goals.

Goal Certificate - Create a "fridge friendly" personalized goal certificate to help you stay motivated.

Record of Daily Expendatures - Knowing where your money is going is critical for a successful budget. Track your daily expenses and then ask yourself if you're spending your money wisely.

Expense Worksheet - Create and follow a spending plan. A realistic monthly spending plan is a valuable tool to guide your spending and saving decisions.

Tips for Change eBook - Download the eBook to read tips submitted by financially savvy consumers.