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Planning For A Healthy Financial Life

Planning For A Healthy Financial Life. Budgeting Prepared by Adam Galovan. For a more detailed discussion of goal setting click here . A sample goal sheet is available here . Prioritize: Focus on the top 2 or 3 most important goals. When faced with the decision to buy:.

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Planning For A Healthy Financial Life

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  1. Planning For A Healthy Financial Life Budgeting Prepared by Adam Galovan

  2. For a more detailed discussion of goal setting click here. A sample goal sheet is available here.

  3. Prioritize: Focus on the top 2 or 3 most important goals

  4. When faced with the decision to buy:

  5. Movie Theatre, New releases, Night show $8.00 Movie Theatre, New release, Matinee $5.00 Movie Theatre, Less recent release, Night show $3.00 Movie Theatre, Less recent release, Matinee $2.00 Rental $0.50- $3.99 Local Library $0 Like this example, “step-down” from a higher-level expense to a lower level. You don’t need to step-down to the lowest step to save money. By stepping down just one or two steps you can save.

  6. Click on the spreadsheet for a PDF copy or here for an excel spreadsheet.

  7. Postal Service $1998 $2,000 $2,052 $52 Bank Teller $1205 $1,200 $1,181 -$19 $3203 $3,200 $3,233 $33

  8. Postal Service $1,998 $2,000 $2,052 $52 Bank Teller $1,205 $1,200 $1,181 -$19 $3,203 $3,200 $3,233 $33 $3,012 $3,000 $3,154 $154 $191 $200 $79 Click here for a PDF copy or here for an excel spreadsheet.

  9. Click here for more detailed instructions on how to use the checkbook method.

  10. A more detailed description of Cash Flow Planning is available by clicking here.

  11. Click for a PDF or Excel version of this form. Car Insurance 300 300 600 Car Registration 100 100 Birthdays 15 15 15 15 60 Tuition 1500 1500 3000 Christmas 500 500 $4260 $355

  12. Remember the purpose of a budget! “It is to enable [you]to realize [your]most cherished desires by defending them from [your]casual wishes.” —The Richest Man in Babylon (p. 30)

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