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Take a Short Personal Finance Self-Assessment
Do you have a budget and track your spending?
Do you have an emergency fund?
Do you have any dependant?
What type of debt/loan do you have?
What percentage of your net income are you currently saving?
Which of the following accounts are you familiar with?
What type of investment vehicles are you familiar with?

Starter Spreadsheets

Sign-up with your email and get free access to ready-made spreadsheets to help organize your personal finances. Easily plan your budget, track your net worth, prioritize your debt payments and monitor your investment portfolio. 

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