Worksheets and Guides
Looking to create a budget? Want to learn how to improve your credit score? Download these worksheets and guides that can help you to continue to make progress towards your financial goals. Looking for a different worksheet? These tools can help you manage your finances. Print out the worksheets to complete by hand or save on your own computer to complete electronically.
Holiday Budgeting Worksheet
The holidays are here, use this worksheet to keep your spending on track.
Budgeting Worksheet
Use this worksheet to calculate your monthly expenses and income to get an idea of what you have to work with, what your commitments are, and what you have remaining to devote to your goals.
Six Steps to Take When Seeking Mortgage Assistance
Use this guide if you are looking for steps to take to protect your home.
A Guide to Understanding Your Credit
Use this guide to learn about the factors that affect your credit score and how you can improve your score (and overall financial health!)
Six Steps to Take When You Can’t Afford Rent
This guide offers six steps to take for those experiencing financial hardships related to rental payments.
Aligning Priorities Workbook
This workbook can help you prioritize your expenses and spending based on what you value, and create a short-term action plan for paying your bills.
COVID-19 Resource Guide
This guide provides advice on and steps for dealing with the financial impact of COVID-19 .
Navigating Uncertainty
The guide has a number of activities that provide an opportunity to gain control over money by connecting to ourselves and each other.
Who Benefits From a Debt Management Plan?
When it comes to managing debt, having options is a good thing. Review an informative guide to see if a debt management plan is right for you.
Glossary of Financial Terms
This glossary of financial terms is intended to provide an introductory definition of financial terms. Please use this glossary only as a general guide.