It’s easy to get smarter about your money when you have a head start. These helpful worksheets cover everything from creating your first budget to assessing job offers and understanding your insurance coverage. Print out the worksheets to complete by hand or save on your own computer to complete electronically.
Go directly to: Life’s Larger Questions | Finance | Career | Home and Transportation |
Insurance | Retirement and Later Years | Crisis Checklists
Life’s Larger Questions
Life’s Larger Questions- DECIDE Worksheet
- Future Aspirations Worksheet
- Hold Yourself Accountable Worksheet
- Life Circumstances Worksheet
- Mindful Spending Worksheet
- Predict Your Future Worksheet
- Separate Thoughts from Feelings Worksheet
- SMART Goals Worksheet
Finance
Finance- Budget Worksheet
- Calculate Your Net Worth Worksheet
- Credit and Debt Plan Worksheet
- Income and Spending Worksheet
- Investing Plan Worksheet
- Spending Detective Worksheet
Career
Career- Barriers to Your Ideal Career Worksheet
- Costs of Training and Development Worksheet
- Employment Plan Worksheet
- Job Comparison Worksheet
- My Career Goals Worksheet
- My Earning Plan Worksheet
- Work Satisfaction Worksheet
Home and Transportation
Home and Transportation- Home Inventory Worksheet
- Housing Costs Worksheet
- Housing Plan Worksheet
- Transportation Numbers Worksheet
Insurance
InsuranceRetirement and Later Years
Retirement and Later Years- Build Your Support Network Worksheet
- Medical Needs Worksheet
- Retirement Plan Inventory Worksheet
- Trusted Team Worksheet
Crisis Checklists
Crisis Checklists- Critical Illness and Disability Checklist
- Death of a Parent Checklist
- Death of a Spouse Checklist
- Divorce Checklist
- Identity Fraud Checklist
- Natural Disaster Checklist
New Mexico Work & Save is grateful to the National Endowment for Financial Education (NEFE), which created the Smart About Money program and permitted the use of these materials.