Apprisen maintains a wealth of resources regarding different aspects of achieving financial health. In our library of resources below, find helpful worksheets, links, tips, financial calculators, and more.
COVID-19 & Your Financial Health: Action Steps
As communities across the nation are experiencing temporary closure of businesses, schools, etc. due to Coronavirus, many Americans will be financially impacted. Here are some action steps that can help protect your financial health.
Help spread the wealth of financial health! Apprisen provides high quality, financial education workshops to organizations and community groups. We present practical information to help people learn how to get and stay on track with their money. Possible workshop topics include, but are not limited to:
If you are interested in bringing effective financial workshops to your group, a member of our professional education staff will work directly with you to identify the needs of your audience and customize a presentation based on your objectives.
Create a list of what you own (assets) and what you owe (liabilities) to determine your net worth.
Net Worth Statement
Record your monthly income and itemized monthly expenses to see where your money is going.
Basic Cash Flow Statement
Check for warning signs of overindebtedness long before creditors start sending collection notices.
Think of goals as dreams with deadlines. Use this form to help you identify your need for emergency savings, short-term and long-term financial goals, and a time frame for achieving them.
Savings Goal Worksheet
Plan for major expenses that occur throughout the year on an irregular basis.
Periodic Expense Worksheet
Use this form to request your credit report in writing from any, or all, of the nationwide consumer credit reporting companies.
Credit Report Request Form
Summer is fast approaching and now is the time to start making plans.
8 Free Ways to Have Fun This Summer
Financial health happens when you partner with IRIS! Securely submit your financial information to IRIS and receive a free, comprehensive financial plan within hours! This plan is reviewed by one of our live Certified Financial Specialists. It's the first step on your journey to financial health!
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