Financial Planner to accompany Personal Finance

This collection of 55 ready-to-use worksheets supports Vickie Bajtelsmit’s Personal Finance: Skills for Life. These tools will help you make decisions and plan for future financial success. As you read through Personal Finance: Skills for Life, you’ll find references to relevant worksheets in the Personal Financial Planner. If you complete the worksheets as you go, you’ll have a good start on your financial plan by the end of the course. These worksheets will help you:

• Assess your spending habits
• Calculate an affordable home price
• Weigh your options in purchasing a car
• Perform a health insurance needs analysis
• Plan for retirement
• And much more…