Before we begin:

  • Download and print the handout (or have it open on your screen).
  • Grab something to write with so you can participate in the activities (if you're not printing the handout, grab some paper as well).
  • 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 that nearby before we get started. This information is solely for your use during the activities - we won't ask you to share anything with us.
  • You should be able to complete this class in 25-30 minutes, depending on how much time you spend on each activity.


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 class 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.


  • 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).


While we love our new online classes, we also love getting better. Please share your feedback by emailing!

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.