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Worksheets - Getting Organized
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.
*PDF Files Require Adobe Acrobat Reader
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Step One
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.
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Step Two
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
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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Back to the Free Resources Main Page
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 I can't belive how much money I've wasted in the last year!!! ON COFFEE and snacks!! I am a single mom of 3 small children and a teacher. Every day during our first recess, a co-worker and myself would race to the nearest Chevron for more coffee (I always bring a mug full from home, but it's gone by 9:30am). As I was reading your book, The Automatic Millionaire, I started doing the math of what I was spending each morning. EVERY morning, 5 days a week, I spent $1.10 on coffee plus $.99 on a ... more
- Tara Richards
Hanford, CA
Browse through hundreds of success stories or even add your own!
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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.
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