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All the tools you need to create your own financial plan in 11 easy steps
Below are 10 worksheets that will allow you to prepare your own professional-quality personal financial plan. You can download each one as a PDF to print out and fill in with pencil or pen, or you can download them as Microsoft Word files, and fill them in on your computer.
Complete instructions for using these worksheets to create your own financial plan can be found in the story “11 steps to financial freedom.”
Worksheet 1 – Prioritize your goals PDF Word
Worksheet 2 – Gather your documents PDF Word
Worksheet 3a – Your detailed net worth statement PDF Word
Worksheet 3b – Your summary net worth statement PDF Word
Worksheet 4 – Your spending and savings PDF Word
Worksheet 5 – Your life and financial goals PDF Word
Worksheet 6 – Your top three goals PDF Word
Worksheet 7 – How you are currently invested PDF Word
Worksheet 8 – Which investments are right for you PDF Word
Worksheet 9 – Your financial plan PDF Word
Worksheet 10 – Your investment policy statement PDF Word
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For about 4 years now myself and my sons have been through some pretty bad hardships infecting our money and our future such as five data breaches identity theft and fraud but of course that’s not the end of it I was also recently diagnosed with 10 different illnesses and went blind I just wanted to state I never knew how important it was to set up a financial budget and a financial advisor appointment I wish I would have known that I want to teach my kids now and you guys have an amazing website making it so easy thank you