Financial Wellness Educational Downloads

This is a financial tracker that the Marketing and Communications team at the Basic Needs Center has put together for you! The set that includes a yearly financial tracker, monthly or quarterly reflections, cultural months uplifting, and a meal-prep planner. You can download and use these resources:

Download Yearly Financial Tracker

Download Monthly Reflections (color version)

Download Monthly Reflections (black and white version)

Download Quarterly Reflections (color version)

Download Quarterly Reflections (black and white version)

Download Cultural Months Uplifting

Download Meal-Prep Planner

Professor Wade Lindenberger has provided students with a variety of different templates and examples to manage items such as housing payments, taxes, budgeting, or even retirement planning! You can download and use these resources however they may help you:

Download Personal Financial Plan Example

Download Personal Spending Tracker Model

Download Housing Payment Template and Examples

Download SMART Goals and Budget Template

Download Tax Sheltered Annuity (TSA) and Wealth Calculation Template

Download Retirement Model

Student Affairs Case Management has provided students with available on-campus services and what areas they can help support with. Mental health plays a big factor in how we manage our financial wellness, so feel free to look through the page and check out which service can help meet your needs:

Download Accessing Mental Health Document