Financial, Credit, Business & Real Estate Strategist

Financial

BUDGET your way to a BETTER future *TM

 Need help planning a budget and want to use our Budget Planner Worksheets?


  • First Name *Required
  • Last Name *Required
  • Phone Number *Required
  • Email Address *Required
  • Select Your Debt
  •  *Required Select Your Debt
  •  $0 - $4,999
  • $5,000 - $7,499-$7,500
  •  $9,999 -$10,000 - $14,999 - $15,000 
  • $19,999 - $20,000 - $29,999 - $30,000
  • $39,999 - $40,000 - $49,999 -$50,000
  •  $59,999 - $60,000 - $69,999 - $70,000 
  •  $79,999 - $80,000 - $89,999 - $90,000
  • $99,999 - $100,000+

Start by entering your income, including part time jobs, freelance jobs, bonuses, and investments.


Then you start adding your home expenses:

  • Rent/Mortgage
  • Home Insurance
  • Maintenance
  • Property Taxes

Then your transportation expenses:

  • Car Payments
  • License & Registration
  • Car Insurance
  • Fuel
  • Maintenance
  • Bus/Transit Pass

Then your utilities:

  • Electricity
  • Gas/Heating
  • Telephone
  • Cell Phones
  • Internet
  • Television
  • Water

Then include your medical expenses:

  • Health Insurance
  • Dental
  • Prescriptions
  • Glasses & Contacts
  • Life Insurance

Now it is time to include your financial expenses:

  • Bank Fees
  • Interest Payments
  • Debt Repayment
  • Credit Card Repayment
  • Emergency Fund Savings
  • Retirement Savings
  • Income Taxes Due

You have to have fun sometime right? So now you will include your enjoyment expenses such as:

  • Gifts
  • Entertainment
  • Vacations
  • Pets
  • Hobbies
  • Restaurants
  • Holiday Expenses

You will include your routine expenses like groceries and clothing next.

You will finish with your family expenses such as:

  • Childcare
  • School Supplies
  • Tuition
  • Books
  • Activities
  • Allowance


One of our budget planners can help strategize your income and expenses and if you have a surplus or deficit at the end of each month.


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