Tools For Getting Started:
Document Assembly Checklist
This checklist will help you assemble all your important documents and
suggest where you might want to store them for future use.
Family Monthly Budget Worksheet
The Family Monthly Budget Worksheet template in the attached file was
designed to make it easy for you to prepare a cash flow budget.
The worksheet has been set up and formatted for budgeting your cash flow for
six months and contains most inflow and outflow categories. You can modify it to
fit your own needs. Just plug in your numbers and print the worksheet.
Personal Financial Statement
Here is a downloadable form you can print and work with to help organize the
inventory of your various categories of assets and liabilities.