Description

COMPASS BUDGET COACHING
Budget Coach resources:
For coach use only:
1. Process and Session Guide (CR1)
2. Introductory email (CR2)
3. Session notes template (CR3)
4. Coaches manual (CR4)
5. Budget Coach training overview (CR5a) and Notes (CR5b)
6. Worksheet instructions (CR6a) and Case Study – Mike and Ann Pierce (CR6b and CR6c)
7. Debt repayment schedules (CR7a, CR7b and CR7c) and Alternative worksheet (CR7d)
8. Compass Money Map (CR8a) and Compass Money Map description (CR8b)
9. 30 Day Diary (CR9)
10. Various other tools are available at www.compass1.org.au under RESOURCES

For use with participants:
1. Budget Coaching Enrolment form (PR1)
2. Money Motivations Questionnaire (PR2)
3. Practical Worksheets instructions and tips (PR3)
4. Budgeting Worksheets(PR4):
a. Worksheet 1: Personal Financial Statement
b. Worksheet 2: Debt Schedule
c. Worksheet 3: Financial Goals
d. Worksheet 4: Weekly Budget Worksheet
e. Worksheet 5: Spend Tracker
f. Worksheet 6: Debt Repayment Strategy
g. Alternative Budget Worksheet
5. Example worksheets have been included for illustration (PR5)
6. Compass Money Map (PR6)
7. 30 Day Diary (PR7)