A Beginner’s Guide to Securing Your Financial Future
For Community Leaders
Building Wealth in the Community
Explore this site for resources and tools for use by individuals or groups who wish to develop a plan for building personal wealth.
Topics include:
- Setting financial goals
- Budgeting
- Saving and investing
- Building credit and managing debt
- Protecting 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.
