Resources
Take advantage of the following resources, you can go ahead and try them on your own, don’t worry about not having all the answers, the first step is trying them. If you need help filling them out schedule a session here.
Financial Sentiment Test
Our sentiment towards money affects our behaviors and ultimately has an impact in our financial situation. This quick test will help you evaluate your feelings toward money and begin taking your first steps towards financial success.
Build your budget
One of the first steps towards achieving your financial goals is to create a budget according to your income and your needs. This template wil provide you with a simple process to build your own budget and give you a general idea of where you stand in terms of financial wellness rates.
Amortization Scehdule
When making a larger purchase, we often enter payment plans and it can be hard to evaluate if the rates or the monthly payments will be ideal for our lifestyle. This template will help you calculate your monthly payment and better understand your payment plan.