Financial Planning for Everyday Families
A Step by Step Workbook for Young Families & Couples
Tips and Suggestions
Relationships and Money: You've Got Differences
Reflection Questions: Where Are You Coming From
The Garbage of the Soul
Reflection Questions: Limiting Beliefs
Are You Living Out The Intentions You Have For Your Life?
Reflection Questions: Quiet Hopes & Sacred Dreams
Don't Slip Off The Ladder
Joint Reflection Questions: Where Do You Stand?
Building Financial Resilience with an Emergency Fund -- Anticipating Murphy's Law
Emergency Fund Worksheet and Reflection Questions
It's Time To Kill The Gremlin
Debt Payoff Worksheet: Get That Snowball Rolling
Retirement Worksheet: Dreaming and Detailing
Old Age And Money (AKA, Retirement)
When should I start saving for retirement?
Retirement Accounts: An Acronym Jungle
So, How Much Can I Get Into Those Accounts?
Investment Growth: Not Just a "Nice To Have"
Investing or Not Worksheet: Excel Download
How Does The Money Grow, Anyway?
Diversification: All About Eggs and Baskets
Risk Tolerance and Timeframe: Time To Get Personal
Risk Tolerance Questionnaire
Okay, So Where Should I Put The Money?
Investment Selection Worksheet
Secure the Fort!
Estate Planning Checklist
Life Is Full Of Risks
Health Insurance Review
Life Insurance: Who Depends On You?
Life Insurance Worksheet
Homeowners and Renters Insurance
Homeowners and Renters Insurance Worksheet
Auto Insurance Worksheet
Disability Insurance: What Happens If I Can't Work?
Disability Insurance Worksheet
How To Get Quotes
Houses: To Rent or To Buy?
Renting vs Buying a Home Worksheet
On Cars....Get Ready
Car Purchase Worksheet
Planning for College
College Planning Reflection
College Planning Calculation Reflections
Write Out Your Family College Plan
How Will I Ever Do All This?
Systems: The Missing Key To Lasting Change
Systems Reflection Worksheet
Budgeting: Not The Dirty Word You Think It Is
Ghosts of Budgets Past
Past Budgeting Reflection Worksheet
Budgeting FEELS GOOD, And Methods Don't Matter
Honey, Talk Money To Me
Talking Money With Your Spouse: Reflection Worksheet
Making Your Budget
Time To Put Pen To Paper...It's Budgeting Time!
Weekly Check Ins and Monthly Reviews
Weekly Check In and Monthly Review Planning
Change: You Can Do it! (Worksheet)
A Note About Kids And Money
Money Management During Times of Crisis
You Never Really Know (So Don't Try To Copy!)
How Are You Falling Into This Trap?
Soak Up Your Life
How Can We Build A Life We Enjoy?
How The Wealthy Spend Their Money
It's Time To Pull It All Together!
Thank You For Being Here
Thank you for sharing and loving the program! Message us once you've completed your own "workbook" and we will be happy to give you a unique promo code for a friend or family member.
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This course was written by Rebecca Palmer, Certified Financial Planner™. You can learn all about the requirements and high standards of the CFP® designation at https://www.letsmakeaplan.org/other-resources/why-cfp-certification-matters
This workbook and educational program was designed with the young family or couple in mind (ages 21 - 40) and covers the basics of debt payoff, emergency funding, retirement savings, investing, insurance and estate planning, college savings, and "big purchase" guidance. This workbook will not give individually tailored financial advice specific to your situation, but rather, the education and tools needed for you to make your own financial decisions with wisdom and intention.
Yes! In the pipeline: "Paying for College: A Workbook for High School Students and Parents" as well as "Kids & Money: Tactical and Easy Ways to Teach Wise Financial Management". Subscribe to our email list below to stay updated!
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