Personal Financial Statement

Personal Financial Statement

Assets minus Liabilities is your Networth and something you should desire to grow. Use this worksheet to see where you are at today and update it quarterly to track your progress.
Income Analysis

Income Analysis

You can’t create a budget if you don’t know what’s coming in. Use this worksheet to track all your income sources whether they pay monthly, quarterly or annually. Divide the annual total by 12 to arrive at your average monthly income.
Personal Profile

Personal Profile

Having all of your personal information in one location is invaluable when you have been robbed or simply lost your wallet or purse. Easily contact your bank and credit card company(s) with this information at your fingertips.
Expense Analysis

Expense Analysis

You can’t create a budget if you don’t know what’s going out. Use this worksheet to track all your expenses whether they are due monthly, quarterly or annually. Divid the annual total by 12 to arrive at your average monthly expenses.
12 Record Keeping Guidelines

12 Record Keeping Guidelines

Tax Returns You should have eight files, one for each of the last seven years plus one for the current year. Mark the year on each file and put all of that year’s important tax documents, such as W-2 forms, 1099s and a copy of all tax returns you filed for that...
Find Your Stuff

Find Your Stuff

Find your Stuff and Get Financially Organized! This video highlights 12 major areas of your finances that you need to be able to easily access in a hurry. If you’d like to print the information, you can download it here