Disclaimer: I am not a financial adviser. I am not a certified public accountant. I am not an estate planning attorney. If you need financial advice, seek an appropriate professional.
Decluttering your life means decluttering everything–including your finances. And the first task in clearing the financial clutter and attaining financial freedom is to assess where you are.
More likely than not, you already have a general idea of whether you are saving enough for retirement or swimming in debt. But if you’re like most people, you need exact numbers for you to get an accurate picture of your financial status–and to motivate you, particularly if you need to work hard to pay off debt or start really thinking about a major life change such as retirement. A net worth spreadsheet is a good way to start.
If you’re experienced with writing formulas, you can create an Excel spreadsheet that you can update every month and look at for the next year as you progress in your financial journey. But if you don’t know how to write formulas and don’t have time or the energy to learn, I’ve done some of the hard work for you. I created a fillable, editable, savable, printable PDF (a portable document file for use in Adobe Acrobat or a similar program)–a form you can save to your computer or drive, fill or edit with your financial information, print, and later update each successive month (or bimonthly or however often you decide you need to update it). You would need to open and complete the form in Adobe Acrobat Reader or a similar program.
The file is free, but you do have to be a member of my newsletter mailing list to download it. I promise I won’t spam you, that I won’t e-mail you too often, and that I’ll never sell your information. (I’m like you; I want less electronic clutter and fewer people e-mailing me useless messages, not more.). Click here to subscribe to my newsletter and gain access to this printable–and others, too!
After you’ve signed up, you can access the freebies page and use the password sent to you to access the file. But first you have to agree to a few things, too. By downloading this file, you agree to use it for personal use only. You agree not to copy it, revise it, or sell it for profit. If you want to share it with a friend, I ask that you send him or her this blog post rather than forwarding the file.
Related posts: After you have saved or printed the form, visit my next post for tips on how to complete a net worth spreadsheet. It’s currently available on my old WordPress.com site, but I’ll be migrating it to this domain this weekend.
Save time, save money, save your sanity! After you complete the form, you’ll have a better idea of where you are on your financial journey and can take steps to get out of debt and save more money. A better financial picture means less time and worry spent stressing about money.
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