Resources
Net Worth
Track your assets (what you own) and your liabilities (what you owe) and see your bottom line grow over the years. Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!
Cashflow Planning
Track all your income and expenses here, according to category. Use this to brainstorm, and catch everything! You can delete what does not apply, and reorganize as you wish. Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!
Debt Analysis
List all your consumer debt in one place, including the important details. Make a plan for your debt payoff so you can feel the freedom of making it happen! Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!
60-20-20
List your income and expenses in the appropriate buckets and see where your percentages fall. 60-20-20 is a healthy allocation. Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!