A COMPREHENSIVE budget template that I use with my clients in our one-to-one coaching sessions. The first step to financial wellness using the "WISE" framework is "W - What are you earning & spending". This is the KEY to unlock your FUTURE WEALTH so carve out some time, put your phone on silent, turn on some focus music…and begin...
Gain a sense of control over your wealth and wellness
Generates an automated Spending Summary
Creates your Budget Plan based on your earnings and expenses
Includes functionality to play around and tailor your budget based on your results
Calculates financial health metrics to help you set goals, and track how you are doing