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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

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

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!

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

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

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

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

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