Plan your savings goals
Create a list of your important savings goals by filling out the table below. Then, download the file when it is completed.
Savings Goals
Total Amount to Save
savings start date
savings end date
Amount to Save per Month
Number of Months
Start typing in your goals
to see how much you need to save
Here’s how much you need to set aside for your monthly savings. Keep this file to stay on track.
Download and answer this short questionnaire to know your financial health.
How Financially Healthy Are You?
This chapter comes with a simple questionnaire that gives you a snapshot of where you are in your financial journey. After answering the questionnaire, your total rating will describe the stage of your journey as one of the personas above. Download the QuestionnaireVertical: Where Are You in Your Financial Journey?
Don't worry, this is just a snapshot of where you are now; it’s not permanent. The first step is knowing where you are, then moving from here to better financial health. Download PDFOr you can download the Whole Book for the complete and comprehensive guide.
How to assess your financial health using a simple questionnaire