year summary

Summary of the first "year" of classes at After creating a budget and net worth statement, revise your goals!
Creating a Financial Plan

Freshman Year Overview

SUMMARY OF FRESHMAN YEAR Now that you’ve completed your “Freshman Year”, you should have a good understanding of the basics of personal finance and an overview of how to reduce your debt.  To summarize what you’ve learned this first “year”, we’ve covered: PF101: Introduction to Personal Finance

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I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.


diy fianancial checklist


Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.