PDF: The Wise Woman Financial Workbook for Homemakers

The Wise Homemaker Financial Protection Workbook is a complete, printable workbook designed for homemakers who want to understand their family’s full financial picture and have everything documented in one place, not scattered across filing cabinets and old emails — in one place, organized, accessible.

Here’s what’s inside:

• Our Family Information — names, dates, Social Security numbers
• Bank Accounts — institutions, account numbers, how to access them
• Credit Cards + Loans — every account in one place
• Life Insurance — policies, benefit amounts, agent contacts
• Home, Car + Other Insurance — coverage and renewal dates
• Retirement Accounts — types, institutions, beneficiaries
• Important Documents Locator — where the will, deed, titles, and certificates live
• Monthly Income + Expenses Snapshot
• Bill Payment Reference
• Subscription Tracker
• My Financial Standing — your credit and Social Security information
• Key Professional Contacts — attorney, financial advisor, accountant
• Emergency Action Plan — step by step, what to do first if everything changes
• Our Financial Conversation Log
• Annual Review Checklist

That last one — the Emergency Action Plan — is the page I wish every homemaker had filled out before she needed it. It’s a step-by-step guide for what to do first if your husband passes away or becomes incapacitated. Not because you’re planning for the worst. Because a woman who loves her family plans for every season.

The workbook is available in the member library — find it in the Fireside Room under Home Economy + Budgeting. If you’re not yet a member, you can join today and get access to this and hundreds more free resources included in every membership!