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Worksheets

50/30/20 Rule Budget Template
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50/30/20 Rule Budget Template
Current Monthly Spending Tracker
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Current Monthly Spending Tracker
One-Number Budget Template
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One-Number Budget Template
Debt Payoff Planner
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Debt Payoff Planner
Calculator to Split Expenses With a Partner
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Calculator to Split Expenses With a Partner
Core Values Worksheet
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Core Values Worksheet
Estimated Retirement Expenses Worksheet
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Estimated Retirement Expenses Worksheet
Career Checkup Worksheet
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Career Checkup Worksheet
Freelancing Rate Calculator
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Freelancing Rate Calculator
Vacation Budget Planner Worksheet
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Vacation Budget Planner Worksheet
Financial Wellness Journaling Worksheet
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Financial Wellness Journaling Worksheet
Calculator to Help Budget for Inconsistent Income
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Calculator to Help Budget for Inconsistent Income
Dream Retirement Journaling Worksheet
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Dream Retirement Journaling Worksheet
Emergency Fund Calculator Worksheet
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Emergency Fund Calculator Worksheet
Non-Monthly Expenses Calculator
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Non-Monthly Expenses Calculator
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The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal, investment or tax advice. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results. Ellevest, Inc. is an SEC-registered investment adviser. Ellevest fees and additional information can be found at www.ellevest.com.

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