Digital Asset | Description |
---|---|
Net Worth Calculator | This Excel (.xlsx) workbook is designed to help you calculate and visualize your net worth |
Simple Budgeting Spreadsheet | This Excel (.xlsx) workbook is designed to help you track and visualize your budget activity and plan your finances. This will assist in categorizing your spending in order to design a more mindful approach to what you spend |
Ideal Day/Month/Year Workbook | An Excel workbook (.xlsx) designed to help you track and visualize where your time is currently going, by Day, per Week and per Year |
Goal Setting Questionnaire | Better understand your relationship with money and set actionable goals with this fillable PDF |
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Online Personal Finance Resources
Digital Asset | Description |
---|---|
Washington Post Student Loan Debt Calculator | Taking out a student loan? Use this calculator to see how much loan you can afford |
Bankrate's Mortgage Calculator | Planning to mortgage or refinance a home? This calculator helps to visualize what payments could look like for you |
Vanguard's Risk Calculator | This brief questionnaire provided by Vanguard will help you to better understand your risk tolerance for investing |
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