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    Personal Finances Wheel - Build A Budget

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    Yuyao Qu
    This document contains instructions for a financial wheel exercise where participants rate their understanding of financial concepts on a scale of 0 to 10. Participants are asked to draw a line indicating their current understanding of areas like income, expenses, taxes, savings, debt, and retirement. The goal is for participants to identify how they can improve their understanding in each area by moving their line up one level.

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    Personal Finances Wheel - Build A Budget

    Uploaded by

    Yuyao Qu
    11 views2 pages
    This document contains instructions for a financial wheel exercise where participants rate their understanding of financial concepts on a scale of 0 to 10. Participants are asked to draw a line indicating their current understanding of areas like income, expenses, taxes, savings, debt, and retirement. The goal is for participants to identify how they can improve their understanding in each area by moving their line up one level.

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    Personal Finances Wheel - Build a Budget(1) (1)

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    This document contains instructions for a financial wheel exercise where participants rate their understanding of financial concepts on a scale of 0 to 10. Participants are asked to draw a line indicating their current understanding of areas like income, expenses, taxes, savings, debt, and retirement. The goal is for participants to identify how they can improve their understanding in each area by moving their line up one level.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    11 views2 pages

    Personal Finances Wheel - Build A Budget

    Uploaded by

    Yuyao Qu
    This document contains instructions for a financial wheel exercise where participants rate their understanding of financial concepts on a scale of 0 to 10. Participants are asked to draw a line indicating their current understanding of areas like income, expenses, taxes, savings, debt, and retirement. The goal is for participants to identify how they can improve their understanding in each area by moving their line up one level.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    Download as docx, pdf, or txt
    of 2

    Financial Wheel

    Wheel Instructions: if the center of the wheel is a zero, and the outside is a 10, draw a line to indicate
    from 0-10 your level of understanding or “how you are doing” in each area. (Example: You understand
    the basics of saving for a short-term goal, so you would place your understanding at a 5.) Your wheel will
    probably be pretty bumpy! How can you move your line up one level in each area?

    INCOME: TAXES

    Self-Employed/

    Contract Work

    INCOME: SAVING:
    Retirement
    Employer/

    “Day-Job”

    EXPENSES: SAVING:

    Fixed Short-term

    EXPENSES: DEBT:

    Variable Secured

    Unsecured
    BUILD-A-BUDGET

    FIXED EXPENSES:
    Retirement: Goal to max out, cur ently $5500/year

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