Profile

Names: <Fill in>

Person 1
1
Favorite things Favorite things
2
to buy 3
to buy

1
Favorite way Favorite way
2
to celebrate 3
to celebrate

1
Why is money Why is money
2
important to you? 3
important to you?

1
Biggest financial 2 Biggest financial
worry 3 worry

1
Long term Long term
2
career goals 3
career goals

1
Big expenses 2 Big expenses
coming up 3 coming up
e
Date: 3/28/2024

Person 2
1
Favorite things
2
to buy 3

1
Favorite way
2
to celebrate 3

1
Why is money
2
mportant to you? 3

1
iggest financial 2
worry 3

1
Long term
2
career goals 3

1
Big expenses 2
coming up 3
 Net Worth Statement
Names: <Fill in> Date: 3/28/2024

Checking #1 $ - Credit card #1 $ -

Checking #2 $ - Credit card #2 $ -
Savings #1 $ - Credit card #3 $ -
Current Savings #2
Cash
$
$
-
- Current
Credit card #4
Credit card #5
$
$
-
-
Assets Notes owed to you $ - Liabilities Taxes $ -
Jewerly/Stuff $ - Furniture/Jewelry: $ -
Other $ - Store cards: $ -
TOTAL $ - Other: $ -
TOTAL $ -
CDs $ -
Life Insurance $ - Car #1 $ -
Securities Stocks, bonds $ - Liabilities Car #2 $ -
TOTAL $ - Car #3 $ -
Mortgage #1 $ -
Assets

Primary Home $ - Mortgage #2 $ -

Real House #2 $ - Long Term Mortgage #3 $ -

Estate House #3 $ - Liabilities Loan #1 $ -

TOTAL $ - Loan #2 $ -
Loan #3 $ -
401(k) #1 $ - Other #1 $ -
IRA #1 $ - Other #2 $ -
Roth IRA #1 $ - TOTAL $ -
Retirement 401(k) #2 $ -
IRA #2 $ - Personal #1 $ -
Roth IRA #2 $ - Personal #2 $ -
TOTAL $ - Personal #3 $ -
Personal #4 $ -
Business #1 $ - Personal #5 $ -
Cars $ - Personal Personal #6 $ -
Pension $ - Personal #7 $ -
Other 529 $ - Personal #8 $ -
ESOP $ - Personal #9 $ -
TOTAL $ - TOTAL $ -

TOTAL ASSETS $ - TOTAL LIABILITIES $ -

ASSETS: $ - LIABILITIES: $ - Net Worth: $ -

GRAND TOTAL
 Income Statement Names: <Fill in> Date: 3/28/2024
Monthly Yearly Monthly Yearly
Take Home Pay $ - $ - Savings $ - $ -
Income

Building
Gifts / Allowance $ - $ - Retirement $ - $ -

Wealth
Side Hustle $ - $ - Investing $ - $ - <-- These will change to the percentage of your income once you fill in the yearly data
$$$$ Interest / Dividends $ - $ - 100% $$$$ 529 $ - $ - #DIV/0!
Other $ - $ - Other $ - $ -
TOTAL $ - $ - TOTAL $ - $ -
Monthly Yearly Monthly Yearly
Mortgage $ - $ - Credit Card Interest $ - $ -
Taxes $ - $ - Life Insurance $ - $ -
Insurance $ - $ - Disability Insurance $ - $ -
House Homeowner fees $ - $ - #DIV/0! Financial Taxes $ - $ - #DIV/0!
Repairs $ - $ - Other $ - $ -
TOTAL $ - $ - TOTAL $ - $ -
Monthly Yearly Monthly Yearly
Grocery $ - $ - Clothes / Shoes $ - $ -
Lunches $ - $ - Toiletries $ - $ -
Food #DIV/0!

Variable Expenses
Restaurant $ - $ - Personal Laundry $ - $ -
#DIV/0!
Fixed Expenses

TOTAL $ - $ - Care Hair $ - $ -

Monthly Yearly Other $ - $ -
Car Payment $ - $ - TOTAL $ - $ -
Car Insurance $ - $ - Monthly Yearly
Gas $ - $ - Day care $ - $ -
Transport Maintainence
Public Transport
$
$
-
-
$
$
-
-
#DIV/0! Kids
School / Education
Other
$
$
-
-
$
$
-
- #DIV/0!
Parking/Tolls $ - $ - TOTAL $ - $ -
TOTAL $ - $ - Monthly Yearly
Monthly Yearly Movies / Concerts $ - $ -
Trash $ - $ - Dates $ - $ -
Water $ - $ - Vacation $ - $ -
Utilities Electric
Gas
$
$
-
-
$
$
-
-
#DIV/0!
Fun Music
Books / Magazines
$
$
-
-
$
$
-
-
#DIV/0!
& Phone Cell $ - $ - Hobbies $ - $ -
Cable $ - $ - TOTAL $ - $ -
TOTAL $ - $ - Monthly Yearly
Monthly Yearly Person 1 $ - $ -
Gym $ - $ - Person 2 $ - $ -
Doctor/Dentist $ - $ - Person 3 $ - $ -
Personal
Health
Prescriptions
Insurance
$
$
-
-
$
$
-
- #DIV/0!
Person 4
Gifts & Charity
$
$
-
-
$
$
-
-
#DIV/0!
Other $ - $ - Pets $ - $ -
TOTAL $ - $ - TOTAL $ - $ -

TOTAL FIXED $ - $ - #DIV/0! TOTAL VARIABLE $ - $ - #DIV/0!

Monthly Yearly Monthly Yearly Monthly Yearly

Income: $ - $ - Expenses: $ - $ - Net Income: $ - $ - #DIV/0!

GRAND TOTAL
 Financial Snapshot
Names: <Fill in> Date: 3/28/2024

Income Statement Balance Sheet

Income Monthly Yearly
Savings Total Income $ - $ - Current Assets $ -
Wealth Building Total Savings $ - $ - Securities $ -

Assets
Real Estate
Housing $ - $ - $ -
Estate
Food $ - $ - Retirement $ -
Fixed Transport $ - $ - Other $ -
Expenses Utilities
Health
$
$
-
-
$
$
-
-
TOTAL ASSETS $ -
Financial $ - $ - Current Liabilites $ -

Liabilities
Long Term Liabilities
Variable Personal Care $ - $ - $ -
Kids $ - $ - Current Assets $ -
Expenses Fun $ - $ -
Personal $ - $ - Total Liabilities $ -
Net $ - $ - Net Worth $ -
 12 Step Plan
Names: <Fill in> Date:
12 Step Plan Complete?
1: Track Expenses No
2: Create Net Worth & Income Statement No
3: Optimize All Expenses No
4: 1- Month Emergency Fund No
5: Pay Off High Interest Debt No
6: 401(k) Up To Match No
7: Full Emergency Fund No
8: Max Health Savings Accounts (If Applicable) No
9: Max IRA (ROTH or Traditional) No
10: Pay Off All Non-Mortgage Debt No
11: Max 401(k) No
12: 529 Contributions (If Applicable) No
13a: 33% to Taxable Brokerage Account No
13b: 33% To Morgage Paydown Fund No
13c: 33% To Irregular Expense Fund No
14: Whatever You Want No
3/28/2024

Celebration Date:
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Expense Tracking Savings Account
Mint Acorns M1 Finance
Personal Capital Other Brokers
YNAB

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Find Lost Money My Bills Tracking
Missingmoney.com Billfixers Annual Credit Report
Credit Karma

Save Money Internet Cheap Phone

On Food Privacy Plans
Budget Bytes Nord VPN Google FI
$2 Meals Delete Me Republic Wireless
Ting

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Amazon Price
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Earny Camel Camel Camel
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Travel Hacking Credit Card Finder

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extra cost to you.

 Retirement
Calculator
Retirement Calculator
 Progress Checklist
3/28/2024 4/27/2024
Expense Tracking? (Mint, YNAB?) No No
Income Statement? No No
Net Worth Statement? No No
Emergency Fund? No No
Financials Retirement Accounts? No No
Benefits Optimized? No No
Tax Advantaged Health Account? No No
Debt Under Control? No No

401(k) #1 No No
401(k) #2 No No

Building IRA #1
IRA #2
No
No
No
No
Wealth Real Estate? No No
Brokerage Account? No No
Investing Plan? No No

Estate Plan (Will, HIPAA, Trust?) No No

Life Insurance? No No
Disability Insurance? No No
Identity Protection? No No
Umbrella Policy? No No
Safety Health Insurance? No No
Homeowners/Rental Insurance? No No
Car Insurance? No No
Business Insurance? No No
Business Succession Plan? No No
Credit monitoring? (Credit Karma) No No

Home Energy Audit? No No

Earny / Digit / Acorns / Billfixers No No
Missing Money No No
Free Credit Karma No No
Tools Upromise / Ebates No No
SSA.gov No No
Mint No No
ecklist
5/27/2024 6/27/2024 7/28/2024 8/28/2024
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No

No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No

No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No

No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
No No No No
 Long Term Goals
Names: <Fill in>

Career 1
Career 2
Career 3
Career Career 4
Side Hustle?
Side Hustle?

Savings
Retirement Max
Money Paid Off House
Pay Kids College
Financial Freedom

Pool
House
Car
Buy Boat
Other
Other

Hawaii?
Greece?
Go Japan?

Guitar
Painting
Learn Program

Do you want to pay for your kids to go to college?

Do you want to help them after college with rent/car/food?
Questions Do you want to retire?
Do you want to travel before and after retirement?
Do you want a second home?
Do you want to leave your kids an inheritence?
 Date: 3/28/2024

r kids to go to college?
college with rent/car/food?
o retire?
e and after retirement?
cond home?
kids an inheritence?
 Easy Medium Hard
Automate Savings Change Bank Account Go Vegan
Buy unbranded products Lower cable Move
Cancel unwanted subscriptions Lower investment costs Refinance Mortgage
Drive less Lower phone Sell Cars
Eat out less Make more money Side Hustle
Energy Audit Refinance Debt Solar panels
Lower cell phone Ride Sharing Travel Hack
Lower cost vacations Sell unused stuff
Lower insurance costs Spending Freeze
Pay off debt