Overwhelmed with sure where to start? Aren't sure what questions to ask or want some inspiration?


Managing Your Money Checklists & Resources 

Where ever you are in life, there are practical resources to help tune-up or gain control of your financial life!  Select a checklist below and learn about your money challenges and opportunities, set goals, and find resources. Before you know it you will be on your way to a more secure financial future!




Get Control of Your Budget


10-Steps to Tune-Up Your Financial Life


Protecting Against Identity Theft






Become a
Savvy Saver!


Retirement Planning


Saving on a Lower Income






Tools and Resources



 Life Event Checklists
Summit Credit Union


 Financial Security Index
Fun & Easy! Center for Financial Security






Saving & Investing




Reducing Expenses






Government Resources 






Money Savvy Finacial Tips for Women (Brochure)
English     Spanish





Printable resource!

When you answer all the questions in a checklist 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.


Real women - Real challenges - Real resources 




Share Your $tory
Real stories from Real Women
Saving for the future, paying off debt, achieving goals - managing your money isn’t easy, but you aren't alone!  Get inspired and inspire others with your successes and strategies.  Share Your $tories on our comment board.  It doesn’t matter if your goals or achievements are big or small – we want to hear from you!


Want more? Tools, resources, quizzes & much more at: 


More Fun Ways to Improve Your Financial Knowledge!

Can vampires make you a better investor?
Can dodging voracious bunnies improve your money skills?

Online Games for adults that aim to improve personal financial skills, self-confidence, and knowledge.
Free but may require registration 
from Dooreways to Dreams (D2D) Fund &
as featured in the Wall Street Journal (11/8/13)

Take the Quiz! Test Your Financial Knowledge and Compare it to others in Wisconsin and Nationally
5 questions from the FINRA Investor Education Foundation


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.


The Women's Council is proud to partner with


February 23 - 28, 2015


Find more online financial resources, by Topic

  • Resource Directory (all)

  • Budgeting

  • Government Resources

  • Identify Theft Protection

  • Investing

  • Reducing Expenses

  • Retirement Planning

  • Saving & Investing

  • More Financial Checklists!

  • Financial Education Programs and Events

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