This is an amazing source for budgeting. So much information that you need to start the process, if you are just starting. It’s also good for people who have been following other budgeting methods as well. I am so excited and grateful to be able to have this as a resource while paying off debt and budgeting!
This pack is full of resources and tools to help you take control of your financial life, I love it!
This finance planner pack has EVERYTHING you could possibly need! For the visually motivated, the at-a-glance pages are amazing, and will definitely provide motivation during an off month or a period of discouragement. There are trackers for credit score, net worth, debt, and even gratitude, and in fact, every facet of a personal finance journey is touched in this packet, whether you're climbing out of debt, tightening a budget, or planning ahead for future expenses, growth, or retirement. Quarterly goal pages partner with long term planning to provide stepping stones to any vision, big or small, while a separate individual goal tracker provides the encouragement to break down not just the what, but the how and why of your future plans. Just as importantly, there are pages to track wins and gratitude, and those alone make this one of the most complete financial packets I've seen. Very few tackle the emotional side, so I'm especially grateful for those elements. If you want to organize and take control of your finances, there's no better place to start than this packet. You don't have to be in debt nor do you have to be OUT of debt for this to be an incredibly useful tool: it will work for absolutely anyone, and that includes YOU!
The amount of work and thought that went into this Pack is AMAZING!
I have everything I need. Printed it out initially in 'ink saver' mode (without realizing lol) and noticed that some of the pages were super faint. But Heidi mentioned the whole ink saver thing and I just re-printed it after adjusting the printer preferences. Pages came out PERFECT.
So excited to get this hole punched and into a binder so I can start getting my whole life together!
The Yearly Bill Payment Checklist is something I didn't even know I needed! I think it'll keep me from forgetting any of my bills. And as things are paid off, seeing them eliminated from that checklist will be awesome.
<3 Thank you, Heidi! So grateful for you!
I printed the entire Finance Pack and organized it into a three ring binder. This is EXACTLY what I needed to get me on track with my family's budget. We have kids in expensive sports, so we need to track our money, so that we can continue to afford LIFE. Ha! We do have some debt, and I'm a very visual person. Being able to see how our debt payoff journey is going month after month really helps me want to keep chugging along. I am so grateful for these tracking sheets!