Personal Wealth Tracker
Your 4-in-1 template designed to help you take ownership of your financial life.
All of your income, expenses, assets, liabilities & financial goals in one place...
Wondering where all your money is going month to month?
Not reaching your financial goals and unsure about the necessary changes that need to be made?
Or ever feel like you're going through the financial motions and have no idea how your financial life is truly holding up month to month?
Then the FinPowered Personal Wealth Tracker is for you
Cash Flow
One of the foundational tools in building wealth and structure around our financial lives is by having a clear understanding of what money is coming in and where money is going out.
The cash flow template is designed to provide you with a monthly and annual overview of your income, your spending, your saving/investing and your debt payoff.
Net Worth
Your net worth is the key indicator of your overall financial health.
Net worth = Assets - Liabilities (Debt)
Being able to visualize it, understand what is driving it and identify where you really stand is an invaluable tool to motivate you and help you take the necessary steps to move forward.
Budget
The purpose of your budget is to create boundaries around your spending with the goal of directing your money exactly where you want.
This budget template is pain free, easy to use and helpful in identifying and tracking your progress around your actual financial habits vs. your budgeted financial goals.
Financial Goals
This financial goals progress report is dedicated to motivating you to commit to 3 Monetary Specific Financial Goals for 2022.
You will commit to goals, associate your WHY to each of them and the template will provide you with insight into your progress.
