Tracking: income and expenses
Net worth statement: assets & liabilities
Income & expense: monthly
Financial ratios: evaluate debt &savings
Revolving savings account: to cover irregular expenses
Retirement needs: How much to invest
Life insurance: if you need it and how much
Goal worksheet: short, intermediate & long-term
Budget worksheet: to help you achieve goals
https://cehs.usu.edu/scce/services/housing-financial-counseling
