Annual Money Plan Template | Google Sheets
PRODUCT SUMMARY
Creating an annual money plan helped my family pay off over $45,000 worth of loans in 18 months while making only $65,000 a year. We went on to crush new money goals with this Google Sheet!
Of course, I gave it a fresh facelift and added better formulas for you.
This product is extracted from Days 4-7 of The Mindful Money Reset, which is a self-paced guide that splits up bite-sized personal finance lessons into 30 days. But this lite version is enough to help you systematically build your family's annual money plan. You will have a clear view of the present and be confident going from one money goal to the next.
You can be in control instead of stressed out about money! You can change the trajectory of your family's finances just by putting a system like this in place.
You can build your Annual Money Plan in 4 days or less!
WHAT'S IN THIS GUIDE?
-
One (1) E-book in PDF format:
- 4 Days of Lessons: Take 15-30 minutes a day to go through each lesson in sequential order
- Linked Video Lessons: video explanations and tutorials will be available to expand on the written concepts for each day
- Linked Google Sheet Template: make a copy of the Annual Money Plan template that includes tables and calculators that you will use for each exercise
WHAT WILL YOU ACCOMPLISH AFTER DOWNLOADING THE GUIDE?
- Set a benchmark and plot your own path to financial peace
- Build an optimized annual plan that you can recreate year after year
- Set strong money goals and put them in the order that will get you there the fastest
- Understand when you will meet those goals
WANT MORE HELP? THE MINDFUL MONEY RESET WILL HELP YOU ACHIEVE THE GOALS ABOVE, PLUS:
- Learn how to tackle each future goal
- Learn how to reduce expenses and increase income
- Know how much you should invest for retirement
- Learn the simplest way to invest
- Learn how to automate what you can
- Learn how to talk to your spouse about money
- Form great habits around credit card usage and managing your money
INTERESTED IN THESE EXTRAS? CLICK HERE.
HOW DOES IT WORK?
Once purchased, you will receive a link to download the PDF guide. Links to the video guides and Google Sheet template will be enclosed in the main PDF file.
THIS IS A DIGITAL PRODUCT
Please note that this listing is for digital files only. No physical product will be shipped to you.
There are no returns when purchasing a digital product.
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For personal use only. The download link or elements enclosed may not be redistributed nor resold in any form.