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:

Yearly Financial Tracker

Monthly Reflections (color version)

Monthly Reflections (black and white version)

Quarterly Reflections (color version)

Quarterly Reflections (black and white version)

Cultural Months Uplifting

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:

Personal Financial Plan Example

Personal Spending Tracker Model

Housing Payment Template and Examples

SMART Goals and Budget Template

Tax Sheltered Annuity (TSA) and Wealth Calculation Template

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 managae our financial wellness, so feel free to look through the page and check out which service can help meet your needs:

Accessing Mental Health