 Money Management Tools
- Spending Plan - Use this form to record your projected monthly income and expenses.
Be sure to use the expense tracking sheets found in the Abundant Living Personal Finance Organizer
so that you can keep track of spending and ensure that you are living within your means.
- Net Worth Exercise - Use this form to take a snapshot of your financial life.
This is the single most powerful financial exercise you can complete because it will show both your strengths and weaknesses.
We recommend doing this exercise once a year. Then you can compare to prior years to check your progress
as well as work on a plan to improve any weak areas.
- Financial Goal Planning Worksheet - Setting some realistic and measurable goals is often
the first step to take after completing an assessment
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