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Financial Planning Made Simple

Getting Your Resources Ready

Smart budgeting starts with having the right tools and materials in place. This preparation phase will set you up for success in our comprehensive learning program.

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Essential Tools

Before diving into budgeting strategies, you'll need specific tools and resources. Getting organized now saves time later.

High Priority Setup

Digital Resources

Spreadsheet Software

Excel, Google Sheets, or LibreOffice for budget tracking templates

Banking Apps

Mobile access to your primary checking and savings accounts

Calculator App

Scientific calculator with percentage functions

Documentation

Financial Statements

Last 3 months of bank statements and credit card bills

Receipt Collection

Recent receipts sorted by category for expense analysis

Income Records

Pay stubs or income verification from all sources

Goal Setting Materials

Notebook & Pens

For brainstorming sessions and quick calculations

Goal Templates

Pre-designed worksheets for financial objective planning

Your 3-Week Preparation Timeline

Follow this structured approach to gather everything you need before the program begins in September 2025

1

Initial Setup Phase

Week 1

Start by organizing your digital environment and gathering basic financial documents. This foundation work makes everything else easier.

  • Download and test spreadsheet software
  • Install banking apps and verify login credentials
  • Collect last 3 months of bank statements
  • Create dedicated folder system for budget documents
2

Data Collection Phase

Week 2

Focus on gathering comprehensive financial data. You'll categorize expenses and identify spending patterns during this phase.

  • Sort receipts by category (housing, food, transportation, etc.)
  • List all recurring monthly expenses
  • Document irregular expenses from past 6 months
  • Calculate average monthly income from all sources
3

Goal Setting & Final Review

Week 3

Complete your preparation by defining clear financial goals and ensuring all materials are properly organized for program start.

  • Write down 3-5 specific financial goals
  • Set realistic timelines for each goal
  • Review and organize all collected materials
  • Test all digital tools and templates
  • Confirm program start date and first session materials