10-Step Spending Plan
This guide will help you confront and eliminate the distractions caused by financial problems. Using this guide will ensure that you have the essential tools for planning and maintaining a personal budget.
- Assess your net worth
- Making a plan
- Tips to stick to the plan
- Tracking your budget
Available Formats
Pocket guide
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Pocket Guide
- Overview of the guide: 4 steps and 5 tools
- 4-step process
- Step 1: Find your personal financial situation
- Step 2: Look at your situation and set your goals
- Step 3: Create your budget plan
- Step 4: Stay in control
- Tools
- Tool 1: Managing your credit
- Tool 2: Getting out of debt
- Tool 3: Savings and basic investment information
- Tool 4: Managing your bank accounts
- Tool 5: Calculate your monthly debt payment
- Log section
- Log 1: Statement of net worth
- Log 2: Calculate your actual net income
- Log 3: Calculate your monthly income
- Log 4: Keep track of your daily expenses
- Log 5: Set your goals
- Log 6: Personal information
- Log 7: Monthly spending plan
- Pages: 24
- Physical Size: Pocket Guide 24-24 3.75" x 5.5"
- Product Code: 01-0070-000-01
- ISBN: 978-1-937969-69-1
eGuide ![]()
eGuide
- Interactive 10-step guide to financial success Step 1: Calculate Your Bet Worth
- Step 2: List Your Income
- Step 3: List Your Expenses
- Step 4: Compare Your Income to Your Expenses
- Step 5: Log Your Day-to-Day Spending
- Step 6: Analyze Your Spending Logs
- Step 7: Set Your SMART Goals
- Step 8: Meet Your SMART Goals
- Step 9: Create Your Spending Plan
- Step 10: Your Spending Plan in Action
- Need to Know: Credit
- Need to Know: Debt
- Tips: Spend More, Save Less
- Resources
- Screens: 150
- Platform: iOS and Android
- Product Code: 02-0544-000-01
- ISBN: 978-1-937969-03-5
Pamphlets
Pamphlets
- Physical Size: Flyer 8.5" x 11"
- Product Code: 08-0029-000-01
Wallet card
Wallet Card
- Pages: 2
- Physical Size: Wallet Card 8 PAN
- Product Code: 15-0048-000-01
Magnet
Magnet
- Physical Size: 0.035 Magnet Rectangle 3.5" x 5.5"
- Product Code: 19-0006-000-01
Poster
Poster
- Physical Size: Laminated Poster MC 3.75" x 5.5"
- Product Code: 11-0014-000-01
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