Personal Finance - Worksheet Bundle + Excel Workbook

PF Worksheet Bundle Image.png
PF Worksheet Bundle Image.png

Personal Finance - Worksheet Bundle + Excel Workbook

12.00

These 6 worksheets are designed to help you organize your finances, create a solid money plan and put you on the path towards building real wealth.

What you get:

  • Excel Workbook including all worksheets
  • Printable PDF versions of all worksheets

Worksheets included in this bundle (see below for more details):

  • My current financial snapshot
  • My core money values
  • My debt prioritization
  • My budget
  • My insurance coverage
  • My accountability partners

Immediate delivery. You have 24 hours to download this file after purchase.

PURCHASE

The Clever Girl Personal Finance 6 Worksheet Bundle + Excel Workbook

 
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Worksheets included in this bundle:

  • My current financial snapshot

To help you determine where you currently stand financially a.k.a Your financial “big picture”
 

  • My core money values

To help you determine what matters the most in your life and where you should really be spending your money
 

  • My debt prioritization

To help you prioritize your debts, select a payoff method and determine what debt to pay off first
 

  • My budget

Your monthly spending plan to help you keep track of your income and expenses. The goal here is to spend less than you earn, pay debt and save more
 

  • My insurance coverage

To help you track what insurance coverage you have and which ones you should consider
 

  • My accountability partners

Identify people that will keep you motivated and help you stay on track with your money goals


Tip: Start by writing things out on paper first and then move to spreadsheets later.

Important Notes for Excel version:

  • Do not delete formulas
  • If you need to add more rows remember to update the formulas to include the new rows