Financial Peace Coordinator Snapshot (Lesson 3)

How much non-mortgage debt have you paid off since the first class? (enter a dollar amount OR enter NA if you started with no debt)

How much money have you saved since the first class?

I have cancelled or quit using ___ (number) of credit cards since the start of class.

How has your charitable giving changed since the first class?

• Little to no change

• Giving has substantially increased

• Giving for the first time

• Giving has decreased

How much consumer debt do you have?

Consumer debt is any non-mortgage debt.

• Greater than 100,000

• $ 51.000 -99,999

• $21,000- $50,000

• Less than 20,000

• no consumer debt

Answer explanation

There are no incorrect answers.

I have my budget completed for this month.

• I have my budget started.

• I have my budget completed.

• No. I have not done my budget...yet

I have my starter emergency fund of $1000.

• True

• Almost

• I have not saved anything ... yet

Baby step 1 is a 1000. Baby step 2 is pay off all debt. Baby step 3 is save 3-6 months of expenses.

Baby step 4 is invest in retirement. Baby step 5 save for college. Baby step 6 is pay off the mortgage. Baby Step 7 is Build wealth and give.

Which baby step are you in?

• 1

• 2

• 3

• 4-6

• 7

Baby step 1 is a 1000. Baby step 2 is pay off all debt. Baby step 3 is save 3-6 months of expenses.

Baby step 4 is invest in retirement. Baby step 5 save for college. Baby step 6 is pay off the mortgage. Baby Step 7 is Build wealth and give.

Question: How serious are you about getting to building wealth and being generous?

Draw what you have found the most helpful in your FPU journey so far. (no Words)