Building a RoadmapFor the Future
Tools for your Financial Journey
Helpful resource to speed you on your journey to achieve your financial goals.
- Set up a Cash Calendar.
- Create “Money Rules”:
- Budgets — how often will you review and update?
- Credit/Debt — how will you decide when and how to use credit and/or debt?
- Sharing with others/Gifts - will you make loans or gifts to others? If so, how will you decide how much?