Consumer Resources

Free Workbooks and Worksheets

What is Financial Planning?  PDF

Financial Prescription  PDF

Accomplishing Financial Mission Workbook  PDF (military population)

Navigating Your Financial Roadmap Workbook  PDF (all populations)

Financial Fire Drill Workbook PDF (all populations)

Current Spending Plan  Excel

Future Spending Plan  Excel

Monthly Budget Excel

Family Goals Excel

Family Balance Sheet  Excel

Credit Card Payoff Calculator  Excel

What Makes Up Your Credit Score?  PDF

Debt Management Worksheet  Excel

Disaster Relief PDF

Free Financial Tools and Links

Personal Financial Index (PFI):  Interested in checking your personal financial index? PFI is a comprehensive financial benchmark for individuals and families. Click the link to check your proficiency in managing your personal finances.

What’s My Score?: Everything you need to know about your credit. The site includes information and tips about managing and controlling your credit as well as resources designed to help you.  Information is also available for educators, parents and students.

FDIC Money Smart: FDIC’s financial education curriculum is designed to help individuals learn the basics of personal finance. Click FDIC Money Smart to participate in a self-paced version of Money Smart and begin taking control of your financial future.

Practical Money Skills: Website designed to help educators, parents and students practice better money management for life.

Smart About Money (SAM): Nonprofit. Noncommercial. Unbiased. SAM is trustworthy, dependable, and knowledgeable—did we mention SAM stands for Smart About Money?

NFCC Consumer Tools: The National Foundation for Credit Counseling (NFCC) promotes the national agenda for financially responsible behavior and builds capacity for its members to deliver the highest quality financial education and counseling services. Call 1-800-388-2227 to speak to a counselor near you. Para ayuda en Español Ilama al 1-800-682-9832.

How to Choose a Planner

You may be considering help from a financial planner for a number of reasons. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.

Interview and evaluate several financial planners to find the one that’s right for you.

To Find a Financial Planner go to:

Certified Financial Planner Board of Standards (CFP Board)

Financial Planning Association® (FPA®)

The National Association of Personal Financial Advisors (NAPFA)

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