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You're a Grownup (Don't Panic!):

The Basics of Financial Planning

Most of us have heard a lot of advice about planning for the future. Things like, "Go to school, get a job, work hard." But what about things like how to plan for retirement, and how to decide whether to use that tax refund to pay off debt or go on a trip? In this course we’ll talk you through the basics of managing your money. We’ll help you identify your financial goals, as well as the values that are most important to you. You’ll get a glimpse at the basics of financial planning: creating goals, learning to prioritize, and a few financial best practices.

Before beginning this course, it's helpful (though not necessary) to have some financial information handy, like monthly income, expenses, credit card statements, and your credit score. So you might want to have what you can nearby before we get started. (Don’t panic; we’ll help you do this!).

What you'll learn

  • Identify the values that matter most to you, and how they affect your financial decisions.
  • Get action steps for making sure your decisions are getting you closer to your goals.
  • Learn some basic financial planning practices (and how to apply them to your own goals and values).

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Any third party resources or websites referenced are not under our control. We cannot guarantee and are not responsible for the accuracy of the resources, websites, or any products or services available through such resources or websites. While we hope the information in these materials are useful, it’s only intended to provide general education. It’s not legal, tax, or investment advice, and may not apply or be useful to your specific financial situation. If you need recommendations geared to your personal financial situation, schedule time with a financial planner.