Financial Checkup Worksheets

Interactive worksheets to help with your financial planning are available on the USU Housing and Financial Counseling (Family Life Center) website:

Tracking: income and expenses

Net worth statement: assets & liabilities

Income & expense: monthly

Financial ratios: evaluate debt &savings

Revolving savings account: to cover irregular expenses

Retirement needs: How much to invest

Life insurance: if you need it and how much

Goal worksheet: short, intermediate & long-term

Budget worksheet: to help you achieve goals

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Financial Checkup Worksheets

Reviewed by citra
Published : 2014-05-01T09:53:00-07:00
Rating : 4.5

Financial Plan