Before the Budget: Organized Finances

Budgeting can be very rewarding and set your mind at ease, free up your time, and help you plan your financial future. Before getting into the month to month, paycheck to paycheck, day to day, or long term planning aspect of budgeting you need a snapshot of where you stand financially, even before you sit down and fill out a budget.

The purpose of this packet is to guide you to a clear snapshot of your finances which will make basic budgeting and saving easier so you can move toward greater savings and investing. 

Each section has basic and very easy set of instuctions for you to follow.

Be sure to save this document so you can pull it up and redo this anytime your money feels messy or you need a 30,000 foot level overview of where things stand.