Gaining and Maintaining Financial Stability Financial Documents and Workbook

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Gaining and Maintaining Financial Stability Financial Documents and Workbook

Actual Monthly Spending 1. Income Income #1 Income #2 2. Giving 10% Church 3. Saving 10% Emergency Retirement College 4. Taxes 20% Federal State Social Security Medicare 5. Debt 10% IRS Credit Card #1 Credit Card #2 Credit Card #3 Credit Card #4 Credit Card #5 Car #1 Car #2 Student Loans 6. Housing Mortgage/Rent Home Insurance Property Taxes Maintenance Electricity Gas Water Monthly gross - before taxes Monthly gross - before taxes Rental, investment 401-K, 403b, IRA 3% of balance paid monthly (CCCS) May be part of home mortgage May be part of home mortgage 1

Actual Monthly Spending Trash Phone Association Dues 7. Transportation Auto Insurance Registration/License Gasoline Toll & Parking Oil & Maintenance 8. Insurance Health Dental Life Disability 9. Food & Household 10. Health Fitness Medical Expenses Counselor 11. Personal Child Care Education Beauty & Barber Clothes Household Décor Cell Phone Gifts Cleaning Financial Services Security System Pest Control. Groceries/household items you would buy at Gym, Sports Leagues Doctor, dentist, chiropractor, prescriptions Tuition & supplies (books, uniforms, etc.) Haircuts, nails and the spa Furniture, decor, home improvements Christmas, birthday, anniversary Dry cleaning, laundry, house cleaning Tax prep, software, financial planning 2

Actual Monthly Spending Landscaping Pets 12. Entertainment Vacation Eating Out Events Reading TV Technology Internet Music 13. Cash MARGIN Lawn service, plants, lawn care supplies Food and care Family trips, summer activities Movies, theater, shows Books, magazines, newspaper Cable, satellite, TiVO, rentals, equipment Computer, peripherals, software, PDA DSL, cable modem, dial-up ipod, albums, downloads, satellite radio If negative, reduce expenses starting from the bottom and working up. If positive, roll into giving or saving. 3

Debt Repayment Schedule Item Total Owed Minimum Payment New Payment

Giving Plan Where Should You Give? The Bible does not spell in detail where we should give, but we can discern certain guidelines for our giving. 1. We should give to the local church. The local church is God s unique institution in the world. It is our opportunity to provide for those leading the church (1 Timothy 5:17-18) and to support its missionaries (Philippians 4:15-19). 2. We should also give to the poor. God has a special concern for those in need (Matthew 25:3440), as well as widows and orphans ( James 1:27). Beyond these priorities, there are also many organizations and individuals worthy of support. Current Giving Assessment Organization Local Church Missions Future Giving Plan Amount _ Total$$ _ % of Income _ In light of your current assessment, what percentage of your income would you like to move toward giving? % of Income _ Total $$ _ Local Church Missions What must happen for you to get from where you are to where you want to be?

Financial Overview Assets Checking Account Savings Account Investments (Stocks, bonds, etc.) Cash Value of Life Insurance Real Estate (Home and any rentals) Business Value Vehicles Personal Property (Furniture, Jewelry, etc.) Retirement (401k, IRA, pension, etc.) Liabilities Credit Card Debt Automobile Loans Mortgages Business Loans Education Loans Past Due Bills Liabilities Net Worth (Assets - Liabilities =)

Spending Plan 1. Income Target % _ Income #1 Income #2 2. Giving Target % _ Church 3. Saving Target % _ Emergency Retirement College 4. Taxes Target % _ Federal State Social Security Medicare 5. Debt Target % _ IRS Credit Card #1 Credit Card #2 Credit Card #3 Credit Card #4 Credit Card #5 Car #1 Car #2 Student Loans 6. Housing Target % _ Mortgage/Rent Home Insurance Property Taxes Maintenance Electricity Gas Monthly gross - before taxes Monthly gross - before taxes Rental, investment 401-K, 403b, IRA 3% of balance paid monthly (CCCS) May be part of home mortgage May be part of home mortgage 1

Spending Plan Water Trash Phone Association Dues 7. Transportation Target % _ Auto Insurance Registration/License Gasoline Toll & Parking Oil & Maintenance 8. Insurance Target % _ Health Dental Life Disability 9. Food & Household Target % _ 10. Health Target % _ Fitness Medical Expenses Counselor 11. Personal Target % _ Child Care Education Beauty & Barber Clothes Household Décor Cell Phone Gifts Cleaning Financial Services Security System. Gym, Sports Leagues Doctor, dentist, chiropractor, prescriptions Tuition & supplies (books, uniforms, etc.) Haircuts, nails and the spa Furniture, decor, home improvements Christmas, birthday, anniversary Dry cleaning, laundry, house cleaning Tax prep, software, financial planning 2

Spending Plan Pest Control Landscaping Pets 12. Entertainment Target % _ Vacation Eating Out Events Reading TV Technology Internet Music 13. Total Spending MARGIN Lawn service, plants, lawn care supplies Food and care Family trips, summer activities Movies, theater, shows Books, magazines, newspaper Cable, satellite, TiVO, rentals, equipment Computer, peripherals, software, PDA DSL, cable modem, dial-up ipod, albums, downloads, satellite radio 3

Track Your Spending Date Description Amount

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