Women & Money
Financial Management Checklists
Where ever you are in life, there are practical resources to help you tune-up or gain control of your financial life! Select a topic below and get started today and before you know it you will be on your way to a more secure financial future!
Each checklist has 8 to 12 questions to help you keep your financial life on track.
For each question you will have the option to answer "yes" or "no".
Your response will guide you to useful information on why the issue is an important part of your financial well-being and practical suggestions for what you can do today to get or keep your financial life on track.
Use the yellow box to make your own notes and create goals!
Warning! To keep your notes and responses you must print the summary page -they will not be saved once you exit a checklist.
Women's Financial Fluency Expert Group: Mary Jo Baas (Women's Council Chair), Ellen Bernards (Greenpath Debt Solutions), Jayne Black (Women & Retirement Expert), Nicole Bowman (Bowman Performance Consulting & WWC Board), Mary Chandler (BMO Harris Bank), Amy Crowe (Summit Credit Union), Amber Miller (WWBIC), Karen Katz (EO Johnson Office Technologies & WWC Board), Julie Larson (YWCA Madison), Erin Olson (CAP Services, Inc.), and Ginny Schroeder (Goodwill Industries North Central Wisconsin). Jessie Steinhauer, Project Assistant, Women's Council.
When you answer all the questions you will get a printable summary of the helpful information from each question, plus any notes or goals of your own that you entered, to help you build a more secure financial future.
Find more online financial resources, by Topic
Resource Directory (all)
Identify Theft Protection
Saving & Investing
Summit Credit Union Financial Checklists
Financial Education Programs and Events