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Worksheets - Getting Organized
Starting Out

Before you can really start setting financial goals, you need to determine where you stand financially.

And the first step is getting organized and finding your stuff.

Use my FinishRich Inventory Planner™ Worksheet to help you set up your financial filing system.



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Step One

bullet Find your stuff
Before you can determine where you stand, you need to get all of your "stuff" together and organize it using the FinishRich File Folder System.

Step Two

bullet Financial Inventory Worksheet
Now that you've found all of your "stuff", you're ready to record it in my Financial Inventory Worksheet and ultimately determine your net worth.

Step Three

bullet Where Does the Money Really Go?
Do you know where you spend your money? Having a solid grasp of your financial life means knowing what your cash flow is.




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Success Stories

Real Advice, Real People, Real Results.

David, I am so excited to tell you our story. I'm 28 and my husband is 31. In April of 2005 my husband graduated from Law School. At the time we had 5 children, and our 6th was born in September of 2005. After taking the Bar and waiting for results, my husband started his job as a lawyer for the Air Force in January of 2006. We had a little over $100,000 in loans! Luckily we didn't have any credit card debt, and all of our loans have very low interest rates. (the smallest is 4.76%, then ... more



- Nanette Sparks
Brown Mills, NJ

Browns Mills, NJ

Browse through hundreds of  success stories or even  add your own!

Success Stories

Start Late, Finish Rich

In Start Late, Finish Rich, David Bach takes the "Finish Rich" wisdom that has already helped millions of people and tailors it specifically to all of us who forgot to save, procrastinated, or got sidetracked by life's unexpected challenges.

 

Free Resources
Free Finish Rich tools to help you achieve your goals.

  • Figure out your Latte Factor™

  • The Five Secret Questions to Finish Rich

  • Get Organized with Our Worksheets

  • Tips on Hiring a Financial Advisor

  • Learn about Investment Basics

  • Find out about College Savings and Planning
  •