Money Management Toolkit

financial goals planning sheet

Financial Goals Planning Sheet

Plan out your primary financial goals. Consider the obstacles that you may encounter. This will allow you to create a plan that takes into account solutions to the potential obstacles and the actions you need to take to achieve your goals.

Ideal Budget Template

Are you working on your budget, but not sure what you should set for each category? You know what you’re spending, but how much should you be spending?  Use this template to determine your budget for each category on your current income. You can input your income and it will calculate the dollar amount for the major budget categories.

WISE Ultimate Budgeting Template

Use this advanced budgeting template to design your budget for an entire year. The sheets are interconnected to reduce the information you need to enter. The advanced annual budget includes:

  • Summary of each month total income, total expenses and net income
  • Slots for additional sources of income
  • Divided into three sections for total monthly income, fixed expenses and non-fixed expenses
  • Updated shading and colors to make quick viewing easier
  • There is one tab for the budget and another for actual spending so you can easily compare your projected to actual.

Quick Start Guide to Cut Expenses

One of the hardest parts of saving money is finding more money to save and then saving it consistently. You know you need to get a handle on it because saving is crucial to building wealth and … you want to afford the things you want. There’s a method to the madness. Get this resource to help you save money consistently and achieve financial success.

How To Save Five Figures 2 Times As Fast

I am including the saving webinar. I go through tips and information to help you accelerate the amount of money you consistently save.