Financial Peace Worksheets

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Worksheet #1

The Contract

This worksheet helps you to set your initial goals and hold yourself accountable for your actions during this audio course.

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Worksheet #2

Consumer Equity Sheet

This is a worksheet that helps you find and total your asset's values.

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Worksheet #3

Income Sources

List all your income sources to better understand where your money is coming from.

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Worksheet #4

Lump Sum Payments

Track you lump sum payments and fit them into your budget to better plan your cash flow process.

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Worksheet #5

Cash Flow Planning

This will help you to start budgeting. Everything from car titles to toothpaste. A must do in this course!

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Worksheet #6

Recommended Budget Percentages

This guide gives you the recommended percentages of your take-home pay to distribute to your budget cagegories.

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Worksheet #7

Allocated Spending

Trying to allocate money for everday purchases is a lot tougher than one thinks. Use this sheet to guide you along the way.

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Worksheet #8

Irregular Income

Inheritance? Insurance claim? Figure out how to handle those "bonus" amounts above your salary!

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Worksheet #9

Savings Breakdown

This worksheet is my personal favorite. It helps to know what you should be saving for...not just what you are saving for.

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Worksheet #10

The Debt Snowball
"The borrower is slave to the lender."

Track your credit cards, student loans, and mortgages with the debt snowball worksheet. Use this to knock out those debts one at a time, and feel the effect of eliminating one or more of your masters!

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Worksheet #11

Monthly Retirement Planning

This worksheet helps to track your retirement savings.

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Worksheet #12

The Pro RATA Plan

Deal with creditors by proposing payment plans you can afford and stop paying late and overdraft fees!

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Worksheet #13

The Quickie Budget

Budgeting takes practice. It took me 3 months to finally get it right, and even then I always have to re-tune it every once in a while.

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Worksheet #14

College Planning

At some point in time you will have a child or relative that will go to college. Preparing to assist with the cost of college ahead of time will greatly reduce the burden of "sudden financial strain."

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Available in Microsoft Word format as well