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50/30/20 Rule Budget Template

Workshop
Budget How-To

1:1 Session
Budgeting and Debt Planning Session

1:1 Session
Budgeting Session

Worksheet
Current Monthly Spending Tracker

Worksheet
Debt Payoff Planner

Worksheet
Dream Retirement Journaling Worksheet

Worksheet
Emergency Fund Calculator Worksheet

Worksheet
Estimated Retirement Expenses Worksheet

Worksheet
Financial Wellness Journaling Worksheet

1:1 Session
Full Financial Planning Package

Worksheet
Holiday Gift Budget and Tracker