Get the free Financial Planning Worksheet - The Columbus School of Law

Financial Planning Worksheet 20182019 Fall and Spring Semesters Step 1Costs Tuition and Fees ($50,680 for FT, $35,345 for PT) Onetime New Student Fee charged by CUA for fall semester Books and Supplies

How to fill out financial planning worksheet

How to fill out financial planning worksheet

1. Start by gathering all your financial documents including bank statements, pay stubs, investment statements, and any other relevant documents.
2. Create a list of all your sources of income and write them down in the income section of the worksheet.
3. Make a list of all your monthly expenses such as rent/mortgage payments, utility bills, groceries, transportation costs, and any other regular expenses.
4. Go through your bank statements and credit card statements to identify any additional expenses that may not be part of your monthly bills.
5. Categorize your expenses into different groups such as housing, transportation, groceries, entertainment, and savings.
6. Calculate your net income by subtracting your total monthly expenses from your total monthly income.
7. Analyze your expenses to identify areas where you can cut back and save more money.
8. Set financial goals for yourself such as saving for retirement, buying a house, or paying off debt.
9. Use the worksheet to allocate a specific amount of money to each financial goal every month.
10. Review your financial plan regularly and make adjustments as needed to ensure you stay on track.

Who needs financial planning worksheet?

1. Anyone who wants to gain a better understanding of their finances and create a comprehensive financial plan can benefit from using a financial planning worksheet.
2. Individuals who are looking to budget their income, track their expenses, and set financial goals can find the financial planning worksheet helpful.
3. People who are preparing for major life events such as buying a house, starting a family, or retiring can use the worksheet to evaluate their financial situation and make informed decisions.
4. Financial planners and advisors can also use the worksheet as a tool to help their clients assess their current financial standing and develop personalized financial plans.

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