💡 Welcome to Your Financial Wellness Resource Hub!
Explore a collection of roadmaps, templates, and helpful PDFs designed to kickstart your financial wellness journey. Whether you’re focused on credit building, debt management, or budgeting, you’ll find tools that fit your needs.
Looking for fresh insights? Dive into our curated list of blogs, podcasts, and expert resources—and keep an eye out for regular updates!
Ready to begin?
Scroll down to start your journey with the CILC Roadmap and Workbook!
Want to learn more before you start?
Our Free Wellness Roadmap and Workbook
While we encourage you to meet with a financial wellness counselor at least once, we understand you may want to navigate your own path.
Our worksheets are designed to guide you through each stage of the Financial Wellness Roadmap above. Each worksheet builds on the next to create a Wellness Workbook that allows you to track the miles you trek. Remember to record your progress at least once weekly to grow strong financial habits. Work through each sheet individually or scroll down to use the advanced workbook.
TO BEGIN:
1. Click here to become familiar with these frequently used financial terms.
2. Below, click on Your Action Plan in the orange box or scroll to the bottom for a more advanced workbook.
3. Click here to learn how to download these fillable worksheets to your phone’s home screen.
It’s time to group your expenses so we know how much is being spent in each category.
Review your plan to better understand the journey you’re about to take. Take note of the action steps and milestones at each stage.
It helps to start by listing your current payment obligations. Use this worksheet to list every bill you have to pay every month.
Use this budget sheet to predict where you will spend the rest of your income after you make all your payments.
Now that we understand the journey let’s choose your destination. What are your wellness goals?
Are your spending habits in line with the predictions you made in your budget?
Once your debt is under control, learn how you can utilize credit as an asset.
Stay motivated by tracking your payments and watching your debts shrink!
3
Gaining Growth
Congratulations on completing the Wellness Workbook!
Consider booking a 1-1 coaching session with the wellness team to discuss your next financial wellness milestone!
Finding Foundation
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Tackling Debt and Credit
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Resource Library
YouTube
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The Money Guy Show
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
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George Kamel
George Kamel is a personal finance expert, #1 National Bestselling Author, and co-host of The Ramsey Show and Smart Money Happy Hour. Following Ramsey’s proven money plan, George went from negative net worth to a millionaire in under 10 years. His goal is to help people spend less, save more, and avoid money traps so they can live a life with more margin, options and freedom.
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Clever Girl Finance
Empowering women to ditch debt, save money and build real wealth! Clever Girl Finance® is a financial media/education platform aimed at providing women with financial guidance and empowerment.
Don’t worry, this page also gives applicable advice for men too!
Podcasts
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How to Money
How To Money is a podcast & website providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, & crucial money tricks that will provide continuous help along your journey. We believe that access to free, unbiased, and jargon-free personal finance guidance is more necessary than ever before.
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Planet Money
Wanna see a trick? Give us any topic and we can tie it back to the economy. At Planet Money, we explore the forces that shape our lives and bring you along for the ride. Don't just understand the economy – understand the world.
Check out episodes to learn how headlines are shaping your finances.
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The Clark Howard Podcast
From breaking news to economic trends to pivotal topics, he breaks down everything you need to know to make solid decisions for your wallet and your life. You can expect straightforward tips on managing debt, credit, monthly bills, savings, retirement, and more.