Resources

A net worth spreadsheet template divided into two sections: assets and liabilities. The assets section includes categories for cash, real estate, investments, loans receivable, and personal property. The liabilities section covers current debts, real estate debt, loans, and other liabilities. The template features input fields for specific asset and liability items, with a zero total displayed under each category. At the bottom, it summarizes total assets, total liabilities, net worth with home, net worth without home, and an "as of" date.

Net Worth

Track your assets (what you own) and your liabilities (what you owe) and see your bottom line grow over the years. Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!

A cashflow planning spreadsheet template with sections for income, debt, giving, and health expenses. It includes columns for notes, frequency, and amount. Categories like paychecks, car loans, credit cards, gifts, medical visits, and financial coaching are listed.

Cashflow Planning

Track all your income and expenses here, according to category. Use this to brainstorm, and catch everything! You can delete what does not apply, and reorganize as you wish. Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!

Debt analysis worksheet with columns for payoff priority, lender institution, type of debt, balance, credit limit, annual interest rate, and introductory rate end date. Includes instructions and notes on determining payoff priority and credit utilization.

Debt Analysis

List all your consumer debt in one place, including the important details. Make a plan for your debt payoff so you can feel the freedom of making it happen! Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!

60-20-20 Bucket Spending Plan worksheet outlining income and expenses, with categories such as mortgage, utilities, groceries, transportation, health, insurance, and personal expenses. The plan suggests allocating 60% of net income to needs.

60-20-20

List your income and expenses in the appropriate buckets and see where your percentages fall. 60-20-20 is a healthy allocation. Download compressed file below and use either the .xlsx file or .pdf file. Reach out if you have any trouble!