Personal Financial Workbook

Financial Goals Worksheet (SMART) Use this worksheet to create a SMART goal. Identify a goal that is short, mid, and long-term ... Use this worksheet to decide which type of bank account is right for you. FEATURES Account Name Account Name Bank Bank Yes No Yes No FDIC/NCUA FDIC/NCUA RATES & FEES CHECKS ATM & DEBIT CARD ................
................