Financial Planning for Generation X & Y Women
 
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Learning Center

Wi$eUp Downloads

The Wi$eUp Program features helpful forms and worksheets. Here's a sampling you can download in PDF format. Or register now to have full access to Wi$eUp online.

Thinking About My Future

My Lifelines and Life Stages

My Credit and Debit Card Safety Record

My Vital Documents Inventory

My Electronic Accounts, Passwords and PINs

My Statement of Financial Position

My Spending Notebook

Evaluate Your Credit Reports

Trimming the Grocery Bill

How to Calculate your Debt-to-Income Ratio

Bi-Monthly Wi$eUp Teleconference mp3's and Transcripts

 

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