Section 2: Building Your Financial Foundation
A house is only as strong as the ground beneath it. So is your financial life.
Build a strong financial foundation to protect against life’s inevitable setbacks.
The more solid a foundation you build, the higher and sturdier your mountain can be. Tailor your approach based on your unique goals, risk tolerance level, and life circumstances.
Regularly reassess these factors, especially after major life events.
(e.g., receiving a pay raise, starting a new job, getting married, having a baby, etc.).
Below are all the worksheets for this section. Each one will also be available under the corresponding section.
Below are the resources for Section 2. Individual resources will also be available under the corresponding lesson.
Downloadable Worksheets
Section 2 Annual Financial Checkup Bundle
This includes all the worksheets for Section 2, including the Chapter Title page, in a single, easy-to-use PDF download.
Section 2 Chapter Title Page
Keep your workbook neatly organized and easy to navigate with this Section Title Page. This is also included in the Annual Financial Worksheets bundle.