For Kim Woods Only!!!

Fill out each worksheet from the Financial Checkup with your own information.  You have several options for filling out the worksheets.

1. Website – go to https://ficheck.org/login (Links to an external site.) and create an account. Follow the directions in class for completing the worksheets. 
2. Interactive PDF file – For this option, the worksheets need to be submitted all in one file. Do not submit a separate file for each worksheet.  Go to “assignments” and then click on the Financial Checkup assignment.  You will be able to access the large file there.  It may be slow to open.  When you open it up to work on the assignment, click on the worksheet you want to work on.  When you are finished, just close that worksheet without saving it, by clicking on the red X in the top right hand corner.  You will need to save the entire file when you are done with that session of work.  If you save each file individually, you will not be able to submit the assignment as one file.  If you do not submit the assignment as one file, the graders will ask you to resubmit it or send in a hard copy.  Be sure to watch the tutorial on the assignment page for more understanding. If you need more tracking sheets, you can get them separately on the assignment page of the Financial Checkup where each worksheet is listed.  Just click on “tracking.”  You can attach the extra tracking sheets separately.
3. Word Document typed – For this option, you can download the Word file and type in the information. When you type in information, you will change the formatting.  Delete some lines after your type to keep the same formatting.  If you need more tracking sheets, just copy and paste that page into the file.  Submit one file only.
4. PDF file hand written – Print out the pdf that is not interactive and fill out the worksheets by hand. If you need more tracking sheets, print out an extra copy or more of that page.  Turn in a hard copy of the assignment.

You can get extra help for each worksheet by reading the corresponding chapter in The Financial Checkup booklet.  There is also some condensed information in the reading for module 3 which is included again at the bottom of this page.  If you have concerns about the content of the worksheets, email the instructor.  If you have questions about how to fill out the worksheets, please refer to the Financial Checkup booklet and the extra information reading below before emailing the instructor.

Downloading and opening file for option 2 - INSTRUCTIONS

Please watch this video to learn how to work with the file.  http://www.youtube.com/watch?v=cDwSGe6y9EI (Links to an external site.) The file for option 2 includes the 9 worksheets that you will need to complete.  The file may be very slow to open.  When you open one worksheet and work on it, do not save that individual worksheet.  If you do, you will probably not be able to turn in the worksheets as one file.  When you are finished working on one worksheet, just click the red X in the top right hand corner.  When you are done working on the worksheets that time, save the entire file, not the individual files.  Then you can come back to the file to work on the worksheets later. If you need extra tracking sheets you can use the one below and attach them separately.  The paper will be attached separately also.  Everything else should be included in the one file.  Any place that your would put zero but the file won't let you, just enter .0001.

For options 3 and 4:

FINANCIAL CHECKUP Interactive PDF File

FINANCIAL CHECKUP Word File

FINANCIAL CHECKUP PDF File for Hard Copies

Following are listed each part of the Financial Checkup and how many points they are worth.

• Tracking
• Net Worth Statement
• Income and Expense Statement
• Financial Ratios
• Revolving Savings
• Retirement
• Life Insurance
• Goals
• Budget

When you are working on the retirement worksheet, you can go to the Social Security website and find an estimate of your retirement income.  The link is http://ssa.gov/estimator/ .  Make sure you see that it is secure before you enter your information.  Many of you won't have enough credits with SSA yet.  You can either estimate or use the example amount if you want.  However, using the estimator will give you a more accurate picture.