Money Management

First Tech offers members the chance to become their own money manager. After all, it is your money. Why not manage your budget with a bit of gusto and expertise? To do so, the steps are simple. Just download the First Tech Personal Money Management Workbook, and start filling in the blanks. Or, if you don't have time right now, start by answering the following questions.

1. Write down what you hope to achieve with better money management
2. List what you owe and what you own
3. Write down your monthly expenses (even movie rentals and morning lattes)
4. List your periodic expenses, those things that change every month
5. List all of your credit card and other loans that are outstanding

Finally, call 800.637.0852 x4681 or make an appointment via email at budgeting@firsttechcu.com with the First Tech Budgeting and Financial Goal Setting professional.