Worksheets and Guides

Free Financial Resources

Set a budget, understand your credit score, prioritize expenses and more. Use these helpful worksheets and guides to get a handle on your finances. GreenPath counselors are always ready to answer your questions. Don’t hesitate to contact an expert.

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4 Steps to Take with Your Student Loan

Now it’s time to take steps after the relief programs end. Borrowers should be ready to make student loan payments.

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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.

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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!)

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Six Steps to Take When Seeking Mortgage Assistance

Use this guide if you are looking for steps to take to protect your home.

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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.

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Aligning Priority 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.

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COVID-19 Resource Guide

This guide provides advice on and steps for dealing with the financial impact of COVID-19.

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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.

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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.

GreenPath is a national nonprofit with over 60 years of experience helping people find financial health.