Click_n_Learn: Plan It

Put a check mark beside each box that applies to you, and print this page as a reminder that you need to take action.

I’m Ready to Build Wealth

Instructions: Put a check mark beside each box that applies to you, and print this page as a reminder that you need to take action.

I plan to...

Start an emergency fund

Set up payroll deduction and auto bill-pay

Build wealth through home ownership

Invest for the long term

Avoid potential financial pitfalls

Print this checklist if you want it for later reference.


INTRODUCTION TERMINOLOGY 1 - SMART GOALS 2 - SPENDING PLAN 3 - SAVING 4 - INVESTING 5 - DEBT REDUCTION 6 - HOME OWNERSHIP PITFALLS AM I READY?
	Are you ready to build wealth? Put a check mark beside each box that applies to you, and print this page as a reminder that you need to take action. I’m Ready to Build Wealth Instructions: Put a check mark beside each box that applies to you, and print this page as a reminder that you need to take action. I plan to... Start an emergency fund Track where my money goes Calculate my net worth Set SMART goals Set up payroll deduction and auto bill-pay Build wealth through home ownership Invest for the long term Avoid potential financial pitfalls Print this checklist if you want it for later reference.