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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.

example web pdf

From the Introduction

What is your net worth?

Use this form to create your own balance sheet.

example web xls pdf

From Chapter 1: Learn the Language

Set financial goals.

Use this form to list your financial goals.

example web pdf

From Chapter 2: Budget to Save

Track your day-to-day spending.

Use this form to list what you spend.

example web xls pdf

From Chapter 2: Budget to Save

Get a handle on income and expenses.

Use this form to fill out your own budget.

example web xls pdf

From Chapter 2: Budget to Save

Plan your investment strategy.

Use this form to list your strategy.

example web pdf

From Chapter 3: Save and Invest

Take steps to control your debt.

Use this form to calculate your interest.

example web xls pdf

From Chapter 4: Build Credit and Control Debt

Review what you know.

Use this page to review what you’ve learned.

example web pdf

From Review

Additional Resources

Glossary

Review the language of Building Wealth.

Wealth-Building Resource Guide

Use these resources to learn more about building personal wealth.

Start budgeting, saving and investing today.
Every day counts in building wealth.