Michael West Financials LLC · Est. 2024
Resources

Money handouts you can print.

A small, growing set of one-page handouts for parents and teens — worksheets to fill out, a checklist to work down, and conversation guides for talking a money moment through. Each one takes a single idea from a lesson or guide and turns it into something you can hold. Open one, then Print it or Save as PDF from your browser.

No account · nothing saved · free to print and share

Worksheet · First paycheck

First-paycheck breakdown

A one-page fill-in sheet: copy the numbers off a real pay stub, see where each dollar went, then split the take-home across today money and tomorrow money.

For a teen with their first job Open & print
Worksheet · Budgeting

Monthly budget on one page

Start from your take-home and split it into needs, wants, and savings — with the 50/30/20 target beside your own numbers. The paper version of the budget builder.

For anyone giving every dollar a job Open & print
Checklist · Teen Roth IRA

Teen Roth IRA starter checklist

Six checkboxes from earned income to first contribution — what has to be true, how much is allowed, and the one number that makes the case for starting now.

For a parent opening a Roth with a working teen Open & print
Conversation guide · Car loans

Before you sign for a car

Multiply the payment, run the 20/3/8 check, and — if it's already signed — find the doors still open. Plus what to say, and what not to.

For talking a car loan through together Open & print
Conversation guide · First job

Reading a first job offer

The wage is only half the offer. Score the benefits, talk through the trade, and learn the three questions to ask before saying yes.

For weighing a first job offer together Open & print
Conversation guide · Gig work

Starting gig or 1099 work

No employer means four jobs become yours: health, taxes, a cash buffer, and retirement. Here's how to talk through each — and the one move to make this week.

For setting up a first gig job together Open & print
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