This Budget Checklist is for anyone who is no longer willing to ignore the condition of their finances. Financial Maturity does not come with age and personal finance is something that must be learned. However, with some direction, a new perspective, and a little willingness, relief and peace of mind can finally be achieved. 


Budgeting/Planning - CheckList


Use this checklist to help keep you on track with your monthly money management plan creation. For best results, combine the Budgeting and Planning checklist and the Budgeting and Planning Workbook together. These 2 resources will help with planning, savings, budgeting, accountability, and organization while on your journey to a solid financial foundation. 


Keep them in plain sight so that you can review and adjust as needed.  Review & Repeat these same steps when working towards a new specific financial goal. Remember to start with a fresh goal sheet and keep them separate. 




Budget and Planning Checklist.pdf





Budget and Planning Checklist.pdf