Forms

Steps 6, 7 and 8 of the Wealth Builder 10 Steps feature executable forms, which I’m happy to provide.  The forms are available in Excel or PDF. When you click on the form(s) you want, please indicate in your email message which form(s) you’re requesting and in which format.

Here’s a description of the forms and their functions:

Step 6: Know Your Starting Point-  This form is what I call the Wealth Snapshot; a listing of your current assets and liabilities, so that you can see where your starting point is towards reaching your FLG.

GET WEALTH SNAPSHOT FORM

Step 7: Be the Boss of your Profits – This form is your basic monthly budget making machine, where you list your income and expenses, which becomes your Profit Report, telling you how much profit you have to put towards your FLG each month.

GET PROFIT REPORT FORM

Step 8: Track your FLG (Financial Life Goal) – This form is an interactive calculator which helps you to track where you are at any time during your financial journey and which areas need attention or adjustment to reach your FLG.  

GET FLG CALCULATOR