Section 2.3: Creating A Budget

Section 2.3 Focus

To understand your financial wellness you need a snapshot of where you currently stand financially. You will create a spending plan to allow you to:

  • Understand where your money goes.
  • Avoid overspending.
  • Find money for saving and investing to build your financial security and wealth.

Read

Index Card - Creating a Flexible and Realistic Spending and Savings Plan (pages 25 - 28).

View the PDF: Consumer Tips on Managing Spending (CFPB Worksheet) Download Consumer Tips on Managing Spending (CFPB Worksheet)

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