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Downloadable Materials »
Downloadable Materials
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Our online financial resources provide students with easy access to a wide array of money management tools and links to get you on the path to financial freedom. The downloadable materials will keep you on top of your financial situation with easy-to-follow worksheets and assessments.
Planning Materials
- Financial Goals Worksheet (MS Word)
- The Prioritizer Calculator
- Debt Load Worksheet (MS Word)
- Budget and Tracking Worksheet (Excel)
Assessment Worksheets
- Personal Financial Situation Assessment (MS Word)
- Calculate New Worth Worksheet (MS Word)
- Credit Under Control? (MS Word)
- Debt Load Worksheet (MS Word)
- Debt to Income Ratio Formula (MS Word)
Checklists
- Moving Checklist (pdf)
- Wedding Checklist (pdf)
- Clutter Control Checklist (pdf)
- Tax Preparation Checklist (pdf)
- Dorm Room Checklist (pdf)