Your Financial Planning WORKBOOK
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1 Your Financial Planning WORKBOOK Please note that you can conveniently type text and numbers into these documents and save your work. However, these documents will not automatically calculate your financial data. crown.org
2 PERSONAL FINANCIAL STATEMENT Assets (Present market value) Cash on hand/checking account Savings Stocks and bonds Cash value of life insurance Coins Home Other real estate Mortgages/Notes receivable Business valuation Automobiles Furniture Jewelry Other personal property Pension/Retirement Other assets Total Assets Liabilities (Current amount owed) Credit card debt Automobile loans Home mortgages Personal debt to relatives Business loans Educational loans Medical/Other past due bills Life insurance loans Bank loans Other debts and loans Total Liabilities Net Worth (Total assets minus total liabilities)
3 DEBT LIST CREDITOR Describe What Was Purchased Monthly Balance Due Scheduled Pay-Off Date Interest Rate Past Due TOTALS AUTO LOANS Monthly Balance Due Scheduled Pay-Off Date Interest Rate Past Due TOTALS HOME MORTGAGES Monthly Balance Due Scheduled Pay-Off Date Interest Rate Past Due TOTALS BUSINESS / INVESTMENT DEBT Monthly Balance Due Scheduled Pay-Off Date Interest Rate Past Due TOTALS
4 VARIABLE EXPENSES SAMPLE Vacation Dentist Doctor SPENDING CATEGORY Automobile Life Insurance Health Insurance Auto Insurance Home Insurance Clothing Investments ESTIMATED YEARLY COST , ESTIMATED COST PER MONTH SPENDING CATEGORY ESTIMATED YEARLY COST ESTIMATED COST PER MONTH Vacation Dentist Doctor Automobile Life Insurance Health Insurance Auto Insurance Home Insurance Clothing Investments 12
5 ESTIMATED SPENDING PLAN MONTHLY INCOME Gross Monthly Income 7. Debts (not including house or auto) Salary Interest Dividends Other Income Less 1. Tithe/Giving 2. Taxes (Federal / State / Fica) Net Spendable Income 3. Housing MONTHLY LIVING EXPENSES 8. Entertainment/ Recreation Eating out Babysitters Activities/Trips Vacation Pets Other 9. Clothing 10. Savings 11. Medical / Dental Mortgage/Rent Insurance Property taxes Cable TV Electricity Gas Water Sanitation Telephone Maintenance Internet service Other 4. Food Doctor Dentist Prescriptions Other 12. Miscellaneous Toiletries/Cosmetics Beauty/Barber Laundry/Cleaners Allowances Subscriptions Gifts Other 5. Transportation 13. Investments Gas & Oil Insurance License/Taxes Maintenance Replacement Other 6. Insurance Insurance Life Health/Dental Disability Other 14. School / Childcare Tuition Materials Transportation Childcare TOTAL LIVING EXPENSES HOW THE MONTH TURNS OUT NET SPENDABLE INCOME TOTAL LIVING EXPENSES = SURPLUS OR DEFICIT
6 SPENDING PLAN ANALYSIS GROSS INCOME PER YEAR GROSS INCOME PER MONTH GUIDELINE NET SPENDABLE INCOME PER MONTH MONTHLY PAYMENT CATEGORY EXISTING SPENDING PLAN MONTHLY GUIDELINE PLAN DIFFERENCE + OR - NEW MONTHLY PLAN 1 Tithe 2 Tax Net Spendable Income (per month) 3 Housing 4 Food 5 Transportation 6 Insurance 7 Debts 8 Entertainment / Recreation 9 Clothing 10 Savings 11 Medical/Dental 12 Miscellaneous 13 Investments 14 School/Childcare Totals (Items 3-14) REMINDER: The guideline percentages are not absolutes! Actual percentages vary, because different factors will influence what you spend, such as the cost of housing in your area, whether you are married, and the number of children you might have.
7 SNOWBALL STRATEGY TO WHOM OWED CONTACT INFORMATION PAY OFF PAYMENTS LEFT MONTHLY PAYMENT DUE DATE % INTEREST
8 DEBT REPAYMENT SCHEDULE CREDITOR: DATE: WHAT WAS PURCHASED: AMOUNT OWED: INTEREST RATE: Date Amount Remaining Balance Due
9 PERCENTAGE SPENDING PLAN GROSS INCOME 1 2 Tithe/Giving Taxes NET SPENDABLE INCOME SPENDING CATEGORY PERCENTAGE NSI* AMOUNT 3 Housing 4 Food 5 Transportation 6 Insurance 7 Debts 8 Entertainment / Recreation 9 Clothing 10 Savings 11 Medical/Dental 12 Miscellaneous 13 Investments 14 School/Childcare 1 Total (cannot exceed Net Spendable Income) *Net Spendable Income 1 If you have this expense, this percentage must be deducted from other spending plan categories.
10 MONTHLY SPENDING PLAN - A Month Year CATEGORY Allocated Amount DATE 1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th This Month Subtotal 16th 17th 18th 19th 20th 21st 22nd 23rd 24th 25th 26th 27th 28th 29th 30th 31st This Month Total This Month Surplus/Deficit Year to Date Spending Plan Year to Date Total Year to Date Surplus/Deficit Income Tithe/Giving Taxes Housing Food Transporation Insurance Plan This Month Total Income Minus Total Expenses Equals Surplus/Deficit Previous Month/Year to Date Total Income Minus Total Expenses Equals Surplus/Deficit Summary + = Total Income Minus Total Expenses Equals Surplus/Deficit Year to Date
11 MONTHLY SPENDING PLAN - B Month Year CATEGORY Allocated Amount DATE 1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th This Month Subtotal 16th 17th 18th 19th 20th 21st 22nd 23rd 24th 25th 26th 27th 28th 29th 30th 31st This Month Total This Month Surplus/Deficit Year to Date Spending Plan Year to Date Total Year to Date Surplus/Deficit Debts Entertainment/ Recreation Clothing Savings Medical/ Dental Miscellaneous Investments School/ Child Care
12 CATEGORY PAGE (Individual Account Page) CATEGORY: Date Check # Transaction Deposit Withdrawal Balance
13 IDEA LIST Number Idea Decrease Expenses Increase Income Raise Cash (sell things)
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