Money management worksheets

• Goal Setting
  Set SMART goals that are specific, measurable, action-oriented, realistic, time-framed.
• Financial Fitness Self-Assessment
  Determine how well you are currently managing your finances.
• Values Validator
  Determine the things in life that are most important to you.
• Monthly Budget for Teens
  Help teenagers living at home create a monthly budget.
• Role Model Self-Assessment
  Deter­mine what kind of financial role model you are.
• Document Organizer
  Organize your documents in preparation for filing your taxes.
• Cash Flow Organizer
  Get a clear picture of your cash flow — what is coming in and what is going out 
• Net Worth Worksheet 
  Get a snapshot of what you own (your assets) and what you owe (your liabilities)
• Post-Secondary Student Budget
  This worksheet will help students accurately estimate the total budget they need

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