Tools for Building Wealth
You can use the forms below to begin putting Building Wealth into practice.
All of these tools are available for you to complete on your own either online (web) or by downloading a spreadsheet (xls) or blank PDF document (pdf).
How do you define wealth?
Use this form to define wealth.
From the Introduction
What is your net worth?
Use this form to create your own balance sheet.
Set financial goals.
Use this form to list your financial goals.
Track your day-to-day spending.
Use this form to list what you spend.
Get a handle on income and expenses.
Use this form to fill out your own budget.
Plan your investment strategy.
Use this form to list your strategy.
Take steps to control your debt.
Use this form to calculate your interest.
Review what you know.
Use this page to review what you’ve learned.
From Review
