Financial Worksheets

Use the worksheets on this page to assess your financial situation and meet your financial goals

Net Worth Worksheet – Use this worksheet to find your net worth by  listing your assets and liabilities.

Cash Flow Worksheet – Use this worksheet to determine your monthly budget and get a look at your expenses versus your monthly income.

Monthly Spending Sheet – prefilled – Use this spending sheet to track all of your expenses for a month.  This form has common categories already filled in.

Monthly Spending Sheet – empty – This spending sheet is blank so that you can fill it in with whatever categories you choose.

SMART Goals Worksheet – Use this worksheet to help you create specific, measurable, achievable, relevant and timely goals.

Event Checklist – Review major life events from last year and consider major life events for this year to help you set financial goals.

Goal Worksheet: Part 1 – Use this worksheet to work through the details of your goals.  What steps do you need to take to make your dreams a reality?

Goal Worksheet: Part 2 – Use this worksheet to work through obstacles that may prevent you from reaching your goals.

Advertisements
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: