CORE LEARN GIVE SAVE SPEND DEBT INSURANCE ESTATE INVEST PLAN CALCULATORS

Core Financial Principles

Begin this course by taking the time to:

  • Learn - Analyze your financial behavior

Once you understand where you are, explore these seven core financial principles:

Core Booklet
  1. Give: It is important to give to others
  2. Save: Save for emergencies and be prepared for opportunities
  3. Spend: Know your spending habits
  4. Debt: Get out of debt as quickly as possible
  5. Insurance: You need adequate insurance protection
  6. Estate: Prepare an estate plan
  7. Invest: Make your money work for you

When ready:

  • Plan: Create a Comprehensive Financial Plan

Resources