FREE EXCEL PLANNER

Student Budget & Financial Aid Planner

A practical academic-year workbook that helps students plan financial aid, income, living expenses, savings, and their projected remaining balance.

  • Completed example and blank planner
  • Automatic monthly totals and cash flow
  • August-to-July academic-year planning
  • Savings and emergency-fund goals
  • Clear budget warnings when expenses exceed income
Download the Budget Planner

These resources are provided for educational use and can be used independently or alongside an Inner Wealth Financial workshop.

Inner Wealth Financial

Free Student Resources

Download practical tools designed to help students understand credit, manage their money, make informed financial decisions, and build a stronger financial future.

FREE FILLABLE PDF

Student Credit Starter Kit

A 19-page interactive workbook students can complete on a computer, tablet, or phone while learning the foundations of responsible credit.

  • Credit report review tools
  • Automatic utilization calculations
  • Payment and refund planning worksheets
  • Identity-theft and dispute resources
  • Personal action plan
Download the Starter Kit
FREE EXCEL PLANNER

Student Budget & Financial Aid Planner

A practical academic-year workbook that helps students plan financial aid, income, living expenses, savings, and their projected remaining balance.

  • Completed example and blank planner
  • Automatic monthly totals and cash flow
  • August-to-July academic-year planning
  • Savings and emergency-fund goals
  • Clear budget warnings when expenses exceed income
Download the Budget Planner

These resources are provided for educational use and can be used independently or alongside an Inner Wealth Financial workshop.

Inner Wealth Financial

Free Student Resources

Download practical tools designed to help students understand credit, make informed financial decisions, and build a stronger financial future.

FREE FILLABLE PDF

Student Credit Starter Kit

A 19-page interactive workbook students can complete on a computer, tablet, or phone while learning the foundations of responsible credit.

  • Credit report review tools
  • Automatic utilization calculations
  • Payment and refund planning worksheets
  • Identity-theft and dispute resources
  • Personal action plan
Download the Starter Kit

More free financial wellness resources will be added soon.