Building a Financial Success Plan

Woman holding check from employment earnings.

Financial success is all about planning. Developing that plan includes understanding how you value your money, tracking your expenses, and setting goals. The final step in building a financial success plan is to develop a spending and savings plan that identifies spending leaks and corrects them by reducing your spending.

Building financial success is a process. In these presentations, you will learn about each step needed to develop a financial success plan and the tools to keep it on track.

Financial Success Plan Modules

Part 1: Building a Financial Success Plan: Tracking ExpensesVideo
Part 1: Building a Financial Success Plan: Tracking Expenses Transcript

Part 2: Building a Financial Success Plan: Making a Spending & Savings PlanVideo
Part 2: Building a Financial Success Plan: Making a Spending & Savings Plan Transcript

Financial Success Plan Resources

2.1 Creating my Spending and Savings PlanPDF

Assistive Finance Program Resources

National and Idaho resources for financing assistance technology and assistive technology vendors.

Financial Literacy Workbook

The Financial Literacy Workbook PDF is a guide to money management for people with disabilities.

The Idaho Assistive Technology Project would like to acknowledge and thank the UI Extension staff Karen Richel, Lyle Hanson, and Luke Erickson for providing their content expertise for this project. More resources can be found on the UI Extension Personal Finance website.