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 For questions, please email us.