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A Beginner’s Guide to Securing Your Financial Future

The People of Building Wealth

Vince

Meet Vince

This is Vince, a 42-year-old writer who hopes to someday be the author of a great novel. After a period of unemployment, he lost his apartment and now rents a room in his sister’s home. Vince hopes to pursue his writing career and currently works as a bartender on weekends. He has racked up a sizable amount of credit card debt and hopes to move out of his sister’s home soon. He has decided to commit to building wealth the old-fashioned way, through budgeting to save, saving and investing, and building his credit.

 


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

You can learn more by following his 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 Vince’s definition as an example.

example web pdf

From the Introduction

What is your net worth?

Use Vince’s balance sheet as an example.

example web xls pdf

From Chapter 1: Learn the Language

Set financial goals.

Use Vince’s financial goals as an example.

example web pdf

From Chapter 2: Budget to Save

Track your day-to-day spending.

Use Vince’s spending log as an example.

example web xls pdf


From Chapter 2: Budget to Save

Get a handle on income and expenses.

Use Vince’s budget as an example.

example web xls pdf

From Chapter 2: Budget to Save

Plan your investment strategy.

Use Vince’s strategy as an example.

example web pdf

From Chapter 3: Save and Invest

Take steps to control your debt.

Use Vince’s debt situation as an example.

example web xls pdf

From Chapter 4: Build Credit and Control Debt

Review what you know.

Use Vince’s review as an example.

example web pdf

From Review

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


Anthony
Bess
David
Gabby
Sonya

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

 

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