Personal Tools

Financial Wellness has created and collected several tools that may help you on your journey towards economic balance. Please see the link to documents below and check back frequently for more uploads.

1. Personal Assessment/Intake Form Example

2. Budgeting Excel Sheet (used in all our 1:1 sessions)

3. Student Loan Navigation:

Federal Loan Repayment Checklist

Student Loan Repayment Calculator

4. Credit:
Credit Karma - Estimate Your Credit Health Here

Credit Card Comparison tool

Check Your Credit Report

5. Food Budgeting Tips

5 Food Budget Tips

6. Socializing on a Budget

Top 20 Low-Cost Date Ideas for Bruins

7. Apartment Seeking

Apartment Hunting Guide

8. Get ready for Post-Grad Life

2024 Graduation Guide

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