Free Worksheets
Goal Setting (Doc) – Develop goals in seven unique areas of your life.
FAQ’s (link) – Have a question? See if we have answered it here.
Basic Beginner Budget (Excel) – Use this basic budget form to begin tracking where you want to spend money before the month begins.
Monthly Budget (Excel) – Use this file to create a monthly budget. You will be able to see what money is coming in each month, create a detailed monthly budget and then allocate each expense to a specific payday. Even though this level of detail may be uncomfortable at first, the payoff is well worth it.
Recommended Percentages (PDF) – These are recommended percentages for how much of your income should be spend on various items like housing, giving, transportation, etc.
College Savings Worksheet (Excel) – How much do you need to save each month in order to reach the goal of sending your children to college without a loan?
Financial To-Do Checklist (PDF) – This worksheet shows you all the things we recommend that our clients do, such as wills, life insurance, debt-reduction, retirement planning, etc.
