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Additional Financial Information Worksheet 20222023Student Financial Services Bldg. K 1,700 3201 W. Pecan Blvd., McAllen TX 78501 PH 956.872.8375 FAX 956.872.6461INSTRUCTIONS On your application (FAFSA)

How to fill out wwwafbacomtools-resourcesworksheetsfinancial planning worksheets

How to fill out wwwafbacomtools-resourcesworksheetsfinancial planning worksheets

1. To fill out the financial planning worksheets on www.afba.com/tools-resources/worksheets, follow these steps:
2. Go to www.afba.com/tools-resources/worksheets in your web browser.
3. Scroll down to the financial planning worksheets section.
4. Choose the specific worksheet you want to fill out, such as budgeting worksheet, retirement planning worksheet, or debt payoff worksheet.
5. Click on the worksheet name to open it.
6. Review the instructions and guidelines provided on the worksheet.
7. Fill in the required information in the designated fields. This may include your income, expenses, savings goals, and financial projections.
8. Use additional sheets or sections as necessary to provide more detailed information.
9. Double-check your entries for accuracy and completeness.
10. Save the filled-out worksheet to your computer or print it out for future reference.
11. Repeat the process for any other worksheets you need to fill out.

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2. Individuals who are planning for retirement and need to assess their financial situation.
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4. Individuals who want to set financial goals and develop a plan to achieve them.
5. Individuals who need help organizing their financial information and creating a comprehensive financial profile.
6. Financial advisors who want to assist their clients in financial planning and analysis.

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wwwafbacomtools-resourcesworksheetsfinancial planning worksheets are a set of tools and resources to help individuals plan their finances and manage their money.

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Information reported on wwwafbacomtools-resourcesworksheetsfinancial planning worksheets may include income sources, monthly expenses, debt amounts, savings and investments, and financial goals.