Forms for 4 Financial Steps to Take Right Now

Page 19 of Fall 2011

These forms are provided courtesy of Jackie Urban, member education officer for Altra Federal Credit Union.

1. Develop a crisis budget. Use this "Monthly Spending Plan."
2. Take inventory of annual expenses and develop a periodic savings plan. Use this Excel spreadsheet, "Period Expense Planning Worksheet."
3. Know who you owe. Use this "Creditor Inventory Sheet" and the Excel spreadsheet, "Debt Tracker."

Links for everything financial you might possibly want to know!