Setting Financial Goals
Money Management (Young Adult Curriculum)
By the end of this course, participants will understand how to manage money by preparing a personal spending plan and identifying ways to decrease spending and increase income. To achieve this objective, the participants will be able to:
- Track daily spending habits.
- Prepare a personal spending plan or budget to estimate monthly income and expenses.
- Identify ways to decrease spending and increase income.
- Identify budgeting tools that will help them manage their money.
Contact your local branch to set up a Setting Financial Goals class for your group, or fill out the form below. Given the importance of face-to-face interaction for our classes, we offer these classes only in geographic proximity to our Vermont-based branch network.
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.
The bank’s routing number is: 011600020
Connect all your financial information, including credit cards, loans, investments and more. Try the free demo today.