Personal Monthly Budget Sheet

Fill out the Excel budget sheet you will download completely, then schedule a meeting time for us to review your budget so that we can discuss your goals.

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Instructions for filling out the budget sheet: Use whole dollars. Use your take-home income after taxes (what you see in the bank or your check)  If you have funds automatically taken from your check for savings or other items, ADD that to what is deposited, and make sure you include it on the budget sheet. The more accurate it is filled out, the better I can help you.