Planning for your future

There are multiple ways to plan for your financial future. We can provide some tools and resources to help you on your journey.

TRACK YOUR SPENDING

When we track our spending, we start to get a good understanding of where our money is going. This Spending Tracker tool will help you to use this principle to move in the right direction on your financial journey. You can see an example of the Spending Tracker Worksheet below.

Organize Your Spending/Money

Once we have tracked where our money is going, we can organize where and when we spend it. The Spending Organizer tool helps you organize your spending into five categories: NEED, WANT, DEBT, SAVINGS, and GENEROSITY. You will place each line item, such as groceries, mortgages, subscriptions, and giving, into the appropriate category.

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