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Gloria Dei's FPU Class Schedule
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Super Savers teaches the importance of saving money and how to get the
best return on your money.
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Cash Flow Planning teaches us step-by-step how to put together a zero-based
monthly budget, and how to complete all of the financial management forms.
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Relating with Money is about the importance of working together in relationships
and how we handle money.
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Buying Only Big, Big Bargains teaches us Dave's personal techniques on how to
negotiate and get the very best deals when buying something.
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Dumping Debt teaches how to get out of debt and stay out of debt.
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Understanding Investments teaches the difference between
Stocks, Bonds, Mutual Funds, CDs, Annuities, and where we can get the best return on our
hard-earned money.
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Understanding Insurance helps us learn the types of coverage
we need when it comes to Health Insurance, Homeowner and Car Insurance, Life Insurance,
and Disability Insurance.
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Retirement and College Planning teaches about IRAs, the Roth IRA, about how much
to put into the SEPP, 401(k), or 403(B) plans, and how to best fund our childrens'
college dducation.
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Buyer Beware warns us about how we are being marketed to and teaches
us the keys to developing the power over purchases.
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Real Estate and Mortgages teaches us the best way to buy and sell a house, the
difference between a 15 and 30 year mortgage, plus the best ways to finance a home.
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Careers and Extra Jobs teaches the importance of doing with our life that
which we love.
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Collection Practices and Credit Bureaus teaches us how to check and clean up our
credit report and deal with Collection Agencies.
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The Great Misunderstanding will teach us the importance of being good managers over
the blessings we have been given and to share them.
This is also Graduation Night!
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Worksheets from the FPU Workbook
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FPU Worksheets.xls |
This is an Excel Worksheet that replicates some of the forms in our class
workbook. The individual sheets are available below. |
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FPU_Sheet_5_Monthly_Cash_Flow_Plan.xls
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This is the Cash Flow worksheet ("Sheet 5" in the workbook) alone.
It is included in FPU Worksheets.xls, as well.
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FPU_Sheet_7_Allocated_Spending_Plan.xls
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This is the Allocated Spending Plan worksheet ("Sheet 7" in the workbook)
alone. If you get paid more than once per month, you NEED to fill out this sheet using the
amounts in Sheet 5!
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FPU_Irregular_Income_Planning.xls |
This is the Irregular Income Planning worksheet. A MUST for those with
unpredictable income!
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FPU_Equity_Sheet.xls |
This is the Equity worksheet alone. It is included in
FPU Worksheets.xls, as well.
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FPU_Income_Sheet.xls |
This is the Income worksheet alone. It is included in
FPU Worksheets.xls, as well.
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FPU_Lump_Sum_Planning.xls |
This is the Lump Sum Planning worksheet alone. It is included in
FPU Worksheets.xls, as well.
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FPU_Quickie_Budget.xls |
This is the Quickie Budget worksheet alone. It is included in
FPU Worksheets.xls, as well.
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FPU_Debt_Snowball.xls |
This Excel Worksheet replicates the Debt Snowball worksheet, just as it is in the book. No frills with this one! |
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FPU_Debt_Snowball_Calculator_V2.xls |
This Excel Worksheet uses macros to actually run your debt snowball plan! NEW: Craig Zufelt has added a feature
that allows you to run different snowball scenarious (thanks, Craig!).
NOTE: You MUST have macros enabled to use this sheet. To change your macros security
level in Excel, Go to Tools | Macros | Macro Security, and specify either Medium (recommended) or Low (NOT recommended!)
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FPU_Monthly_College_Planning.xls |
This Excel Worksheet replicates the college planning worksheet,
adding the capability to work with multiple children. Calculate 'em and weep! |
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FPU_Pro_Rata_Plan.xls |
This Excel Worksheet replicates the functionality of the Pro Rata Plan worksheet, for those who
are having trouble making their monthly minimum payments. |
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Other Useful Worksheets
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FPU_Save_Withdraw_Plan.xls |
This is simple worksheet I constructed to assist in saving for retirement,
and then planning for withdrawls from retirement savings.
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FPU_Spending_Plan.xls |
This is my sample Spending Plan (a.k.a. "budget") worksheet template.
Helps in establishing that zero-based spending plan!
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Allocated_Budget.xls |
This is my sample budget specifically for
folks who are paid every week. This combines the budget and the allocated spending plan, and
is a great tool for managing your month with weekly paychecks!.
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Miscellaneous
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ProRataPlan.html |
This Email response presents an easy-to-understand example of the Pro Rata Plan, used when you can't
make your minimum payments. (May 7, 2005)
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Coupons.html |
We've used a worksheet like this to track our coupon savings. (10/03/02)
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