Enterprise Man

Center for Entrepreneurship

Personal Financial Planning

To address the overlapping personal and business financial issues confronting entrepreneurs, we are now offering personal financial planning education services.

The first two links (below) will lead you to the free public Financial Literacy materials developed by the AICPA. The subsequent links will lead you to various introductory-level materials that we have developed for clients who simply require "the basics."

Consumer Literacy is the AICPA site designed for all consumers.

Women's Literacy is the AICPA site designed expressly for women.

Budget Goals contains our material on budget development -- goal setting.

Budget Income contains our material on budget development -- income calculations.

Budget Expenses contains our material on budget development -- expense calculations.

Money Mgt. Records contains our material on money management -- financial records.

Money Mgt. Comparisons contains our material on money management -- wants / needs & comparison shopping.

Money Mgt. Insurance contains our material on money management -- insurance.

Money Mgt. Savings contains our material on money management -- saving for emergencies and periodic payments.

Debt Types contains our material on loans and credit -- types, sources, and costs.

Debt Warnings contains our material on loans and credit -- debt warning signs.

Debt Uses contains our material on loans and credit -- appropriate uses and alternatives.

Debt Ratings contains our material on loans and credit -- checking credit ratings.

Consumer Resources contains our material on consumer information -- consumer assistance resources.

Consumer Protection contains our material on consumer protection laws and regulations (credit report corrections, fraud, etc.).

All rights reserved under copyright law.