Getting Started With A Cash Flow Plan

A budget, or as I prefer, a “Cash Flow Plan,” is one of the most powerful tools for successful money management. To get started, download the following forms and guidelines. They’re free!

Gift List

It’s more enjoyable to give gifts when doing so doesn’t trash our finances.  This simple form will help you set a gift budget for the year.

Net Worth Statements

Your Temperament & Money

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