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Worksheets

Ellevest
50/30/20 Rule Budget Template
Worksheet
50/30/20 Rule Budget Template
Current Monthly Spending Tracker
Worksheet
Current Monthly Spending Tracker
Debt Payoff Planner
Worksheet
Debt Payoff Planner
One-Number Budget Template
Worksheet
One-Number Budget Template
Core Values Worksheet
Worksheet
Core Values Worksheet
Calculator to Split Expenses With a Partner
Worksheet
Calculator to Split Expenses With a Partner
Freelancing Rate Calculator
Worksheet
Freelancing Rate Calculator
Estimated Retirement Expenses Worksheet
Worksheet
Estimated Retirement Expenses Worksheet
Financial Wellness Journaling Worksheet
Worksheet
Financial Wellness Journaling Worksheet
Vacation Budget Planner Worksheet
Worksheet
Vacation Budget Planner Worksheet
Calculator to Help Budget for Inconsistent Income
Worksheet
Calculator to Help Budget for Inconsistent Income
Non-Monthly Expenses Calculator
Worksheet
Non-Monthly Expenses Calculator
Emergency Fund Calculator Worksheet
Worksheet
Emergency Fund Calculator Worksheet
Dream Retirement Journaling Worksheet
Worksheet
Dream Retirement Journaling Worksheet
Holiday Gift Budget and Tracker
Worksheet
Holiday Gift Budget and Tracker

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DISCLAIMER

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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