Resource pack · 9 sheets
Adult Track Pack.
Four run-it-in-one-sitting group sessions for adults past the basics — paying off debt the honest way, choosing which account and why, the insurance you actually need, and giving plus what you leave behind — each with its take-home worksheet, plus the ten-week course tracker.
For a leader running the adult sessions of a money course
michaelwestfinancials.com/resources/packs/adult-track.html
- Classroom packet · Debt payoffDebt, the honest way — group sessionA run-it-in-one-sitting handout on paying off debt without the myths. Rank six money moves together — one retirement move and five debts — and see why the employer match comes before every debt, why the rate (not the balance) sets the urgency, and why the payoff method barely matters. No prep, no math background.michaelwestfinancials.com/resources/debt-payoff-class-packetOpen & print →
- Classroom packet · AccountsWhich account, and why — group sessionA run-it-in-one-sitting handout on the accounts, not the investments. Fill a tax-deal grid together to see what each wrapper really does — 401(k), Roth and Traditional IRA, HSA, brokerage, 529 — then make the Roth-vs-Traditional choice on purpose instead of by default. No prep, no math background.michaelwestfinancials.com/resources/accounts-class-packetOpen & print →
- Classroom packet · InsuranceThe insurance you actually need — group sessionA run-it-in-one-sitting handout on which insurance is worth buying. Guess an odds, then sort real coverages into need / skip / depends with one simple test — could you write a check and move on? — and find the gap most people carry without knowing it. No prep, no math background.michaelwestfinancials.com/resources/insurance-class-packetOpen & print →
- Classroom packet · Giving & estateGiving & what you leave — group sessionA run-it-in-one-sitting handout on money's life beyond you — giving on purpose, and what you leave behind. Sort out who actually decides where each thing goes (your will, a form, or a court), and everyone leaves with one move: a giving rate, a beneficiary form checked, or a will started. No prep, no math background.michaelwestfinancials.com/resources/giving-estate-class-packetOpen & print →
- Worksheet · Debt payoffWhich debt burns firstList your debts by rate, capture the employer match ahead of all of them, and name the one debt your next dollar attacks — rate, not balance, is the fire.michaelwestfinancials.com/resources/debt-payoff-worksheetOpen & print →
- Worksheet · AccountsFill the tax-deal gridFill in what each account does with the tax collector — going in, growing, coming out — then make the Roth-vs-Traditional choice on purpose, not by default.michaelwestfinancials.com/resources/accounts-worksheetOpen & print →
- Worksheet · InsuranceThe write-a-check testRun each coverage through one question — could I write a check for this? — sort what you need from what you can skip, and find the first real gap to close.michaelwestfinancials.com/resources/insurance-worksheetOpen & print →
- Worksheet · Giving & estateWho actually decidesSort out who really decides where each thing goes — your will, a form, or a court — set a giving rate, and leave with one move: a rate, a form checked, or a will started.michaelwestfinancials.com/resources/giving-estate-worksheetOpen & print →
- Tracker · Ten-week courseThe ten-week course trackerOne sheet for the whole course: a done box and a "the move I made" line for each of the ten sessions, so the weeks build on each other instead of blurring together.michaelwestfinancials.com/resources/classroom-progress-trackerOpen & print →
Each sheet is its own page — open it and choose Print orSave as PDF. Nothing is downloaded as a file, so every sheet is always the current version.