The Money Club for Young Adults

To get your financial plan rolling you will need to do some pre-work. As you complete each task you will be laying one brick. Think of it as beginning to lay a brick foundation to your financial house. 
 

Complete the following:

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• ​Net Worth Summary

  • What do you own?

  • What do you owe?

  • Where are you at today?

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• Annual Budget Summary

  • A review of income, expenses and savings.​​

  • What does the math look like?

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• List of Financial Goals

  • Where do you want to go over the 12 months?​​

  • How are you going to get there?

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To complete each of the 3 tasks above you can download our Excel workbook: click here. Our workbook has a spreadsheet for each task. Or you can build your own worksheets. ​