Are you tired of...
...people who aren't in your circumstances telling you how to fix your finances?
...stopping and starting and only having 1 piece of the puzzle at a time?
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I have been in debt, overwhelmed by the payments, how much I owed and no idea when or how I could ever be debt free. Now I help people take stock of their finances and create plans to a new path that isn't so heavy with financial stress.
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I created these spreadsheets after clients who loved the Finances In A Flash workbook wanted an electronic version to keep everything together. Starting with this same information lead to my clients paying off over $25,000 in debt.
Everyone needs to know these basics. I have broken it down into different tabs. When done in the order listed on the spreadsheets, the totals link to other spreadsheets that auto-populate the information and help you visually see the information with graphs as well! The time to start is now.
In this toolkit we will cover a variety of items including
Your Monthly Expenses
Many people don't like the word budget, so call it a spending plan. I firmly believe you have to know where your money is going before you can make changes and create an ideal spending plan.
401k and investment tracking
As we move from job to job, many times we forget to bring our 401k's with us. And if we do, they're often not invested. It's time to change this!
Debt and bill tracking
Knowing the details of your debt helps you develop a plan. Knowing the details of your monthly bills, and subscriptions, helps you to not fall behind, eliminate unnecessary bills and no longer have past due bills.
What's inside all the spreadsheets (the details)...
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*Welcome
*Subscriptions tracker, so that you can see if the price increases and if you are paying for subscriptions you no longer use. (A $15 value)
*Income tracker, so that you can track your monthly income (including side jobs and significant other paychecks if you're in a dual income household). (A $10 value)
*Monthly expenses, so that you know your minimum amount needed each month. And compare expenses vs. income in a graph. (A $20 value)
*Emergency savings, so that you know how much you would need each month in the case of an emergency and how much to have saved. (A $15 value)
*Debt tracker, so that you can keep track of all your debts, know the details and determine which method to use to pay off your debt, as well as a graph for easy visualization. (A $20 value)
*Monthly bill tracker, so that you don't miss a bill because you didn't realize you hadn't received it, and your credit score doesn't take a hit. (A $15 value)
*401k tracker, so that you don't leave old 401k's from past companies behind, and a graph to see where your money is in each account and how it's growing. (A $15 value)
*Top tools, so you can save time searching for financial items and start using them. (A $20 value)
Total value: $130
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Today's price: $25
FAQ'S
I'm [this type of person]. Is this for me?
Absolutely! This is for you if you're single, married, new to finances or experienced, needing a refresh or an overhaul. Everyone can benefit from this!
How will this be delivered?
Once purchased, you will receive an email with the excel attachment.
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How much time is required?
It really depends on you and your access to your financial information. You could knock it out in 1 hour or it may take a few hours. The important thing is you're doing it!
I don't have Excel. Can I still use this?
Yes! I tested opening the Excel workbook in Google, using Google Sheets and was able to use the spreadsheets with the same functionality!
Are there instructions?
There is text on each page explaining what the items are and how to best use them.
How can I work with you beyond the toolkit?
I offer 1:1 coaching, helping you go after your dreams and accomplish goals in all areas of your life. Sign up for 1:1 coaching and let's get you started on your journey!
Here's the truth.
I was tired of people telling me there was ONE way to get out of debt. Debt and finances are personal, and so is the path out. These spreadsheets were developed to give you an overview, and make it easy AND fun, so that you can start to find your path out and what works for YOU. The good news is YOU are capable of finding a new path and financial freedom.
The time to start is now. Starting today is always better than tomorrow.
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