Before our session, please complete the online survey for your class prior to 5 PM eastern on Monday, March 9th, 2026. Please note that this survey is completely anonymous. The overall sanitized data will be shared with your class only, but no personally identifiable information will be collected.
Alongside the survey, I am also providing an optional paper exercise called the “Money Map.” I recognize that everyone’s starting point and financial planning needs are unique, meaning this exercise won’t be necessary or relevant for all students. However, if you are actively looking to sketch out your early-career financial trajectory, this private, unofficial worksheet may be beneficial to you. A link to a PDF copy of the Money Map worksheet will be available at the end of this survey. It can also be downloaded by clicking here. It’s strictly for your eyes only and is designed to help you translate selected course concepts into your unique financial journey.