For some of the activities you will have the opportunity to earn points multiple times. For example, you will earn points for each week you make your Spending Journal entries. And each time you guide someone new through the program, you’ll accumulate extra points. You can accumulate your points using this interactive worksheet. (see excel & pdf downloads below) You’ll collect those points at Level 22.
Here’s a list of what you will do and the extra points you can earn:
|Review spending and update your budget||x1/yr||5000|
|Update Net Worth Statement||x2/yr||1000/ea|
|Use Spending Journal weekly||x52/yr||200/ea|
|Posting Spending Journal to Cash Flow Budget mthly||x12/yr||2000/ea|
|Review Credit History Report||x2/yr||1000/ea|
|Review Insurance and Updated as necessary||x1/yr||1000|
|Review Estate Plan and Updated as necessary (every 2 yrs)||x1/2-yr||2000|
|Review Investment Portfolio and adjusted as necessary||x2/yr||1000/ea|
|Set & Achieved a Financial Goal that Increases Net Worth (Awarded when achieved)||2000/ea|
|Sharing (for every $100 gifted or 2 hrs. of volunteering)||200/ea|
|Guiding someone through My Money, My Choices||5000/ea|
Ways to track your extra points
There are 2 ways in which you can track your extra points. Simply download the Excel document and type in your points each month, or download the pdf, print a copy and write your numbers in each month.
(You will need Microsoft Excel and/or Adobe Acrobat installed on your computer to open these documents).