Financial Health TEMPLATE
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ASSETSNET WORTH: $ -
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What Amount Due DateNotesLEFTOVER MONEY EACH MONTH: $ -
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Notes:
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TOTAL: $ - Example: You're getting XXX from your friend.
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Example: You'll have XXX more money when taxes come in.
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INCOMEExample: You owe someone XXX money in June.
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What Amount Due DateNotes
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Goals:
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TOTAL: $ - Example: Get by net worth to XXX.
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Example: Have XXX in assets by EOY.
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RECURRING PAYMENTSExample: Get at least 3 credit cards to $0.
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What Amount Due DateNotes
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Total: $ -
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PERSONAL BUDGET
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What Amount Due DateNotes
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Total: $ -
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DEBT
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What Amount Due DateNotes
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Total: $ -
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