Discernment Wealth Academy Foundations Money Companion Workbook

Turn the free Discernment Wealth Academy Foundations lessons into practical action.

This reusable Money Companion Workbook provides six practical worksheets to help you:

See where your money goes each month.

Calculate an emergency-fund target.

Rank debts by interest rate.

Record your thinking about Cash and Stocks and Shares ISAs.

Check your workplace pension contributions.

Identify assets and liabilities in your own life.

Your purchase includes two versions:

An interactive and printable PDF for use with Adobe Acrobat Reader.

A dedicated reMarkable edition with additional handwriting space and linked navigation.

You can download and use either version, or both, according to what works best for you.

Minimum price: £4.99

You may choose to pay £7.99 or more if you would like to support the continuing development of Discernment Wealth Academy and help keep the Foundations Programme freely accessible.

Automatic calculations in the interactive edition work best in the free Adobe Acrobat Reader. Some browser, mobile and tablet PDF readers may not support every interactive feature. The reMarkable edition is designed for handwriting and does not contain automatic calculations.

Produced by Discernment Wealth Academy, a UK financial education initiative founded by Samuel Angus.

These workbooks provide general financial education and reflection tools. They do not provide personalised financial advice.