Detailed Budget Worksheet

This is an excel file that is set up for you to enter monthly amounts and then automatically multiplies those by 12 to obtain an annual amount. It could easily be reverse engineered for you to enter an annual amount, and divide by 12 to determine a monthly amount. There is also a column for each month that can be completed for irregular, or quarterly/semiannual expenses, and then easily summed for an annual amount.

Fact Finders

This is a pdf document that will get you thinking about your assets, liabilities, incomes and expenses. You do not need to complete it.

You can provide the required data to get started with your financial plan in many formats, including verbally in an in-person meeting, zoom meeting, or over the phone.

Want more? Below, you’’ find 50+ pages of pure joy! 🤣