Private financial snapshot
Check eight important areas without recording account numbers, passwords, or identifying information.
Free printable workbook
The 15-Minute Family Financial Checkup Kit
Review the essential areas of your finances, identify your first priority, and make a realistic 30-day action plan.
FreeNo signup requiredNo sensitive information
10 printable pages • US Letter size • General educational information
A clear starting point
What’s inside the free kit
Priority selector
Choose the one issue that could make the biggest improvement to your household’s financial stability.
30-day action plan
Turn a broad financial goal into three small, specific steps you can complete.
Practical worksheets
Review cash flow, emergency savings, debt, insurance, records, beneficiaries, and retirement.
Designed to be useful
One workbook. One next step.
The kit is not meant to produce a perfect financial plan in fifteen minutes. It helps you see where attention is needed and decide what to do first.
- Monthly cash-flow worksheet
- Emergency-savings target
- Debt inventory and payoff-method choice
- Insurance and household-protection review
- Retirement check-in and annual calendar
Choose your format
Work on paper or get an instant score
The printable kit is ideal for a household conversation and written action plan. The online checkup produces a private educational score in about five minutes.
Questions, answered
About the workbook
Do I have to enter my email?
No. The PDF is available immediately without registration or an email address.
Should I write account numbers in it?
No. Use approximate totals and general descriptions. Do not record Social Security numbers, passwords, full account numbers, or other sensitive identifiers.
Is this personalized financial advice?
No. The kit provides general educational information and does not replace individualized financial, tax, legal, insurance, or investment advice.
Can I share it?
Yes. You may share the link to this page with friends, families, teachers, and community organizations. Please do not sell or alter the workbook.