Free Workbooks and Worksheets
What is Financial Planning? 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)