In this workbook, you will find templates to help you get financially organized and understand your current financial position. In addition to checklists and worksheets, there is also an exercise to help you understand your goals and priorities and help you put a plan in place to help you achieve your goals.


The first step in your financial literacy journey is to fi rst understand what you have, what you are doing and get a real sense of where you want to be and the goals you want to achieve. The enclosed templates are guidelines to help you with this fi rst step. The courses, articles and other free resources within The Women’s Collection can complement this exercise by helping you understand terms, terminologies, and how certain things fit in your overall plan.

Includes: Financial Planning Workbook, plus editable MS Word and MS Excel Templates

Financial Planning Workbook + Editable Templates




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    The Women’s Collection provides financial education. The information on this site is for educational purposes only and may not be pertinent to your individual situation. Any decisions you make about money are your own. Please see a financial advisor if you want professional help with your finances. The Women’s Collection is not an investment advisor, broker-dealer or insurance company.