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The People of Building Wealth

Meet Sonya

Take a look at the forms below to see how Sonya put Building Wealth into practice.

You can learn more by following her journey throughout the chapters and review.

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 Sonya’s definition as an example.

example web pdf

From the Introduction

What is your net worth?

Use Sonya’s balance sheet as an example.

example web xls pdf

From Chapter 1: Learn the Language

Set financial goals.

Use Sonya’s financial goals as an example.

example web pdf

From Chapter 2: Budget to Save

Track your day-to-day spending.

Use Sonya’s spending log as an example.

example web xls pdf


From Chapter 2: Budget to Save

Get a handle on income and expenses.

Use Sonya’s budget as an example.

example web xls pdf

From Chapter 2: Budget to Save

Plan your investment strategy.

Use Sonya’s strategy as an example.

example web pdf

From Chapter 3: Save and Invest

Take steps to control your debt.

Use Sonya’s debt situation as an example.

example web xls pdf

From Chapter 4: Build Credit and Control Debt

Review what you know.

Use Sonya’s review as an example.

example web pdf

From Review

Now you’ve met Sonya. Also, meet the other people of Building Wealth.


Learn how you can begin your path to a secure financial future.
Get started with the Introduction.