The Balanced Money Toolkit

This toolkit will help you get your money and your mindset organized so that you can start making progress toward your financial goals.  These tools are a great first step to educating yourself and taking control of your finances, but remember you are not alone.  We are available to help you whenever you have questions.

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5 Steps to Start Your Financial Plan E-book

This e-book is a great place to start. Get in the financial planning mindset and follow these 5 steps to create your own basic financial plan.

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The Balanced Money Goals Worksheet

Financial planning starts with defining clear goals. Use this template for a brainstorming session to capture what goals you have in all areas of your life and then gain clarity on how money will help you reach them.

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The Essential Financial Account Checklist

This guide outlines the essential financial accounts that you need. If you feel overwhelmed, this is the guide to help you focus on the essentials.

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Track on a personal

planning dashboard

Setting benchmarks, tracking progress, monitoring investments, following a budget, and checking off important tasks. You connect with us on your own time with your Centered Financial Dashboard.

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Start investing with CF + Betterment

Start investing for your goals now! Betterment provides an automated investing platform that reduces costly mistakes made by investor behavior. With CF + Betterment, you get our research-driven core investment models and access to professional guidance!

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Debt Payoff Strategy Worksheet

Use this spreadsheet to organize your debt and create a plan to get it paid off.

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