SMART MOM
RICH MOM
HANDBOOK
The following templates, checklists, and to-do lists are designed to help you implement the ideas discussed throughout the book. The handbook features the following tools:
Family Money Goals
Financial Snapshot
Budget Planner
Purse Check: What to Ask Before You Buy
“Dear Daughter . . .”: Sharing Your Money Lessons
What to Ask Your Parents
Financial Questions for Kids to Ask Grandparents
Legacy Checklist: Are You Prepared?
Smart Mom, Rich Mom Calendar: A Nine-Month Plan for Getting It Done
Mom Group Discussion Questions
•FAMILY MONEY GOALS•
The whole family can help fill out this worksheet, which is designed to spark a discussion about goals, priorities, and action steps.
How do we as a family define financial security? ...
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