Your Financial Health Checkup Toolkit
The information and tools in your free Financial Health Checkup Toolkit can help you work towards improving your financial stability by giving you a better understanding of financial concepts and financial tools you can apply to your own goals.
Depending on your situation and needs, these tools will help you take steps to:
- Create a financial snapshot of where you are today
- Review your savings and investment plans
- Check your emergency savings fund
- Track the specific ways you are using your money
- Plan strategically for the future
Here are helpful worksheets you may download to get started:
- Financial Health Checkup Questionnaire [PDF]
- Financial Health Checkup article
- Balance Sheet [Microsoft Excel]
- Monthly Budget Sheet [Microsoft Excel]
- Digital Assets Resource Sheet [PDF]
- Annual Spending Pattern and Cash Flow – Joint [Microsoft Excel]
- Annual Spending Pattern and Cash Flow – Single [Microsoft Excel]
