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Military Financial Planning Guide

Financial Planning Guide

Get a FREE helpful guide book on military benefits, insurance, investing and more when you register online.

Life Panning Worksheets

Planning Worksheets

AFBA is here for you with worksheets to help you with your planning needs. Download these worksheets from our Financial Planning Guide which is available free to AFBA members.

Downloadable Worksheets

Personal Data Worksheet	View PDF
List of Important People Worksheet	View PDF
Family Balance Sheet	View PDF
Budget Worksheet	View PDF
Financial Goals Worksheet	View PDF
Military Information and Pay Worksheet	View PDF
Military Retirement Pay Worksheet	View PDF
Insurance Worksheet	View PDF
Investment Worksheet	View PDF
Income Tax Worksheet	View PDF
Location of Important Documents Worksheet	View PDF