Budgeting and Financial Planning

Among Millennials, the FIRE (Financial Independence, Retire Early) movement has taken hold, including for this young couple, whose commitment to FIRE principles includes a video and workbook.

Financial Planning and Money Management as a Way of Life and Philosophy

Mr. Money Mustache helps people manage their money and achieve financial independence. Calling themselves Mustachians, his followers believe in thoughtful money management that emphasizes creative frugality.

Fans of Warren Buffet will quickly see how Mustachians have adopted the Oracle's mantra to

  1. become a person of character

  2. acquire knowledge and skill, and

  3. invest wisely.

Budget Planning Worksheets and Tools

Comprehensive Govt of Canada Budget for Students Planner

This link provides a variety of tools for individuals who have less experience with budgets and budget planning.

UBC Budget Worksheet

This is a simple worksheet for those who have already thought carefully about their financial needs and goals and want a handy template to plan and record the number crunching.