Author Description

Complete financial planner. Planner to know what you spend each coin on. 6X9 inch planner (88 pages) The finance planner includes: 1 blank page to write your brand name, social media, website. 1 table of contents to easily refer to each month. 1 page for annual, quarterly and monthly financial goals. 1 page for annual net worth. 1 page for an overview of your annual finances; include how much is spent on housing, transportation, bills, groceries and more, as well as the percentage of income they account for. 1 large pie chart to plot those percentages. 1 debt repayment strategy to prioritize which debts to pay off first. 1 annual debt repayment; for each month of the year, a tracking of the amount of debt that was paid, the interest, the amount of principal that was covered, and the remaining balance. 1 annual follow-up of interest to serve as a motivation to pay debts more quickly. 1 annual tracking of bills; for each month of the year write down how much was spent on each bill. This page will help clients see when bills increase. 1 annual home tracking; for each month of the year, write down how much was spent on mortgage, insurance, utilities, repairs and more. 1 annual car tracking; for each month of the year, record how much was spent on payments, gas, insurance, maintenance, repairs and more. 1 annual record of financial habits. 1 annual savings tracker with a chart to plot; for each month of the year write down how much money was saved, withdrawn, interest received and total account value to date. 1 annual tracking of investments with a chart to plot; for each month of the year write how much money was invested, withdrawn, dividends received and total account value to date. There are 12 monthly sec