Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Case study
How a young couple cleared their card debt in eighteen months
How to use this case study
Share it with people who feel stuck paying the minimum. One story of a plan that worked gives them hope and a first step.
What is inside
Where they startedThey had three credit cards, all paid at the minimum each month.
How the plan workedEvery spend for one month, written down together.
What kept them goingA chart on the fridge: Each payment coloured in.
The resultsCards with a balance
What anyone with card debt can copyWrite down every spend for a month: Together, if you share money.
Three title ideas for your own version
How a young couple cleared their card debt in eighteen months
From minimum payments to debt free: one couple's story
What changed when a couple made a debt plan together
Where to promote it
Instagram and TikTok postsyour newslettermoney groupsa follow up message after a workshop
What goes in a money education case study?
One story from start to finish: where the people started, what kept them stuck, how the plan worked, what kept them going, the results and what others can copy.
Make this case study your own
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