Read on Twitter
1/
My Mission: To Spread Financial Wellness (thread)
I added some free sheets to my public checklist to help do just that
New Tabs:
Profile
Personal Finance Checklist
Goals
Income Statement
Net Worth Statement
Details are below
My Mission: To Spread Financial Wellness (thread)
I added some free sheets to my public checklist to help do just that
New Tabs:
ProfilePersonal Finance ChecklistGoalsIncome StatementNet Worth StatementDetails are below
2/ Profile Page
These are the exact sheets that I've used to help friends/family get their finances in order
First is the profile page, where I get answers to some of the most important money questions
Personal finance is PERSONAL, so it's important to know the answers
These are the exact sheets that I've used to help friends/family get their finances in order
First is the profile page, where I get answers to some of the most important money questions
Personal finance is PERSONAL, so it's important to know the answers
3/ Personal Finance Checklist
There's a lot to keep in mind -- hence why checklists are AWESOME
Broken down into several categories like
Financial
Building Wealth
Safety
Key Questions
Free Tools
Eduation
Fill in "Yes" when you've completed them!
There's a lot to keep in mind -- hence why checklists are AWESOME
Broken down into several categories like
FinancialBuilding WealthSafetyKey QuestionsFree ToolsEduationFill in "Yes" when you've completed them!
4/ Long-Term Goals
What's on your bucket list?
It's amazing what happens when you write down your goals!
Career
Money
Things to buy
Places to visit
Things to learn
What's on your bucket list?
It's amazing what happens when you write down your goals!
CareerMoneyThings to buyPlaces to visitThings to learn
5/ Income Statement
You MUST know where your money goes each month
Plenty of great free resources
Mint
Personal Capital
YNAB
Spreadsheets
Feel free to use this template to get you started
You MUST know where your money goes each month
Plenty of great free resources
MintPersonal CapitalYNABSpreadsheetsFeel free to use this template to get you started
6/ Net Worth
You must know where you stand today
Again, lots of free tools available to help
If you prefer spreadsheets, this template is handy
You must know where you stand today
Again, lots of free tools available to help
If you prefer spreadsheets, this template is handy
7/ All of these resources (and more!) can be found in the tabs on my public checklist
You can't edit them, but you can copy/paste them to a spreadsheet of your own
You can't edit them, but you can copy/paste them to a spreadsheet of your own
8/ As always, feedback is welcome
What did I miss?
How can this be improved?
Wishing you success on your journey to financial wellness!
Here's a link to the spreadsheet: https://docs.google.com/spreadsheets/d/1y8quPLqAwNsBGvNUrJuMTqVwz-P59ms1A8ZDLE8Dc24/edit?usp=sharing
What did I miss?
How can this be improved?
Wishing you success on your journey to financial wellness!
Here's a link to the spreadsheet: https://docs.google.com/spreadsheets/d/1y8quPLqAwNsBGvNUrJuMTqVwz-P59ms1A8ZDLE8Dc24/edit?usp=sharing
