A Beginner’s Guide to Securing Your Financial Future
For Students
Building Wealth at Your Desk
Explore this site for tools to learn how to:
- Set financial goals
- Budget
- Save and invest
- Build credit and manage debt
- Protect wealth with basic insurance
Online Guide
With the Building Wealth online guide you can:
- Learn about the people of Building Wealth
- Explore their various financial situations and related topics
- See how each character sets goals, budgets, builds credit and controls debt
- Review what they (and you) have learned
- Try out interactive forms and tools (available in web, PDF or Excel versions) on
- Defining personal wealth
- Using a balance sheet to determine net worth
- Setting financial goals
- Tracking daily spending
- Creating a budget
- Planning an investment strategy
- Controlling debt
- Navigate between tools/resources and chapter content
- Easily access glossary and resource links
The online guide also contains the information and resources available in the printed guide pdf.
Printed Guide
The Building Wealth printed guide includes:
- Lessons with examples of how the people of Building Wealth set goals, budget, build credit and control debt (see the online guide for more in-depth exploration of each character and their financial situations)
- Paper forms that help you learn how to
- Define personal wealth
- Use a balance sheet to determine net worth
- Set financial goals
- Track daily spending
- Create a budget
- Plan an investment strategy
- Control debt
- A comprehensive glossary and resource list in the back of the guide
The printed guide is available for download in English pdf and Spanish pdf.