Thread by @BrianFeroldi

1/

My Mission: To Spread Financial Wellness (thread)

I added some free sheets to my public checklist to help do just that

New Tabs:

1⃣Profile
2⃣Personal Finance Checklist
3⃣Goals
4⃣Income Statement
5⃣Net Worth Statement

Details are below 👇👇👇👇👇👇👇👇👇

2/ Profile Page

These are the exact sheets that I've used to help friends/family get their finances in order

First is the profile page, where I get answers to some of the most important money questions

Personal finance is PERSONAL, so it's important to know the answers

3/ Personal Finance Checklist

There's a lot to keep in mind -- hence why checklists are AWESOME

Broken down into several categories like

1⃣Financial
2⃣Building Wealth
3⃣Safety
4⃣Key Questions
5⃣Free Tools
6⃣Eduation

Fill in "Yes" when you've completed them!

4/ Long-Term Goals

What's on your bucket list?

It's amazing what happens when you write down your goals!

1⃣Career
2⃣Money
3⃣Things to buy
4⃣Places to visit
5⃣Things to learn

5/ Income Statement

You MUST know where your money goes each month

Plenty of great free resources

1⃣Mint
2⃣Personal Capital
3⃣YNAB
4⃣Spreadsheets

Feel free to use this template to get you started

6/ Net Worth

You must know where you stand today

Again, lots of free tools available to help

If you prefer spreadsheets, this template is handy

7/ All of these resources (and more!) can be found in the tabs on my public checklist

You can't edit them, but you can copy/paste them to a spreadsheet of your own

8/ As always, feedback is welcome

What did I miss?

How can this be improved?

Wishing you success on your journey to financial wellness!

Here's a link to the spreadsheet:

docs.google.com/spreadsheets/d…