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

Read More »


I’m Kathryn Hanna and I love to budget (really, I do!), build spreadsheets, and spend money on travel, sewing supplies & good chocolate.


12 Month Financial Plan Sidebar


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