Download the Financial Literacy Workbook

(WJBK) - The MACPA is part of a nationwide effort to help consumers become wise money managers. Educating individuals in personal finance and helping small business owners is vital to Michigan’s and the nation’s future. The tools below will help you with financial decisions – whether you’re starting college, launching a business or considering retirement – or somewhere in between.

Financial Inventory
The MACPA has developed a comprehensive financial inventory to support individuals and families in their effort to summarize financially related information. This inventory is not only useful in late-life or end-of-life planning, but also for couples or individuals who want to take a collective look at their financial assets and liabilities no matter what their stage in the life cycle. This inventory can be filled out at any stage of life, and is available in word and excel form. Download your copy using the links below:

Instructions for both versions
Excel Version
Word Version