1/
My Mission: To Spread Financial Wellness (thread)
I added some free sheets to my public checklist to help do just that
New Tabs:
https://abs.twimg.com/emoji/v2/... draggable="false" alt="1⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1">Profile
https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">Personal Finance Checklist
https://abs.twimg.com/emoji/v2/... draggable="false" alt="3⃣" title="Tastenkappe Ziffer 3" aria-label="Emoji: Tastenkappe Ziffer 3">Goals
https://abs.twimg.com/emoji/v2/... draggable="false" alt="4⃣" title="Tastenkappe Ziffer 4" aria-label="Emoji: Tastenkappe Ziffer 4">Income Statement
https://abs.twimg.com/emoji/v2/... draggable="false" alt="5⃣" title="Tastenkappe Ziffer 5" aria-label="Emoji: Tastenkappe Ziffer 5">Net Worth Statement
Details are below
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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:
Details are below
2/ Profile Page
These are the exact sheets that I& #39;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& #39;s important to know the answers
These are the exact sheets that I& #39;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& #39;s important to know the answers
3/ Personal Finance Checklist
There& #39;s a lot to keep in mind -- hence why checklists are AWESOME
Broken down into several categories like
https://abs.twimg.com/emoji/v2/... draggable="false" alt="1⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1">Financial
https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">Building Wealth
https://abs.twimg.com/emoji/v2/... draggable="false" alt="3⃣" title="Tastenkappe Ziffer 3" aria-label="Emoji: Tastenkappe Ziffer 3">Safety
https://abs.twimg.com/emoji/v2/... draggable="false" alt="4⃣" title="Tastenkappe Ziffer 4" aria-label="Emoji: Tastenkappe Ziffer 4">Key Questions
https://abs.twimg.com/emoji/v2/... draggable="false" alt="5⃣" title="Tastenkappe Ziffer 5" aria-label="Emoji: Tastenkappe Ziffer 5">Free Tools
https://abs.twimg.com/emoji/v2/... draggable="false" alt="6⃣" title="Tastenkappe Ziffer 6" aria-label="Emoji: Tastenkappe Ziffer 6">Eduation
Fill in "Yes" when you& #39;ve completed them!
There& #39;s a lot to keep in mind -- hence why checklists are AWESOME
Broken down into several categories like
Fill in "Yes" when you& #39;ve completed them!
4/ Long-Term Goals
What& #39;s on your bucket list?
It& #39;s amazing what happens when you write down your goals!
https://abs.twimg.com/emoji/v2/... draggable="false" alt="1⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1">Career
https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">Money
https://abs.twimg.com/emoji/v2/... draggable="false" alt="3⃣" title="Tastenkappe Ziffer 3" aria-label="Emoji: Tastenkappe Ziffer 3">Things to buy
https://abs.twimg.com/emoji/v2/... draggable="false" alt="4⃣" title="Tastenkappe Ziffer 4" aria-label="Emoji: Tastenkappe Ziffer 4">Places to visit
https://abs.twimg.com/emoji/v2/... draggable="false" alt="5⃣" title="Tastenkappe Ziffer 5" aria-label="Emoji: Tastenkappe Ziffer 5">Things to learn
What& #39;s on your bucket list?
It& #39;s amazing what happens when you write down your goals!
5/ Income Statement
You MUST know where your money goes each month
Plenty of great free resources
https://abs.twimg.com/emoji/v2/... draggable="false" alt="1⃣" title="Tastenkappe Ziffer 1" aria-label="Emoji: Tastenkappe Ziffer 1">Mint
https://abs.twimg.com/emoji/v2/... draggable="false" alt="2⃣" title="Tastenkappe Ziffer 2" aria-label="Emoji: Tastenkappe Ziffer 2">Personal Capital
https://abs.twimg.com/emoji/v2/... draggable="false" alt="3⃣" title="Tastenkappe Ziffer 3" aria-label="Emoji: Tastenkappe Ziffer 3">YNAB
https://abs.twimg.com/emoji/v2/... draggable="false" alt="4⃣" title="Tastenkappe Ziffer 4" aria-label="Emoji: Tastenkappe Ziffer 4">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
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
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& #39;t edit them, but you can copy/paste them to a spreadsheet of your own
You can& #39;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& #39;s a link to the spreadsheet: https://docs.google.com/spreadsheets/d/1y8quPLqAwNsBGvNUrJuMTqVwz-P59ms1A8ZDLE8Dc24/edit?usp=sharing">https://docs.google.com/spreadshe...
What did I miss?
How can this be improved?
Wishing you success on your journey to financial wellness!
Here& #39;s a link to the spreadsheet: https://docs.google.com/spreadsheets/d/1y8quPLqAwNsBGvNUrJuMTqVwz-P59ms1A8ZDLE8Dc24/edit?usp=sharing">https://docs.google.com/spreadshe...