Monthly Expense Planner Page 3
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1
2
3What changes do you want to make?
You’ve completed the Monthly Expense Planner and know where your
If you are unable to commit
money is going. Now tell us where you can commit to making changes.
to the recommended
Our general recommendations
for the three buckets are:
1
percentages right away,
Savings
: At least 15% of your income.
2
don’t get discouraged.
(This is short-term, emergency and liquid savings. It does not include
Even small changes can
long-term or retirement savings.)
2
make a big difference in
Spending: No more than 25% of your income.
your savings.
Bills: No more than 60% of your income.
Based on these recommendations and the financial goals you would
Spend just
like to accomplish, how much can you commit to in each of these
$15 less each week.
categories? Tell us the amount (per month) you would like to commit to
in the following buckets:
$780
$540
$360
$180
Savings: __________________________________________________
Spending: _________________________________________________
3
6
9
12
months
months
months
months
Bills: _____________________________________________________
Name: ____________________________________________________
Email address: _____________________________________________
Take the next step
Send this planner (save to your desktop, then attach to an email) to
and someone will get back to you, or
call a Cash Momentum specialist at 866-596-1508 to set up
your accounts.
1
Recommendations are not meant to replace professional financial, legal or tax advice, nor do they infer that we assume any fiduciary duties. This
information is supplied from sources we believe to be reliable, but we cannot guarantee its accuracy. We encourage you to seek personalized
analysis regarding all personal financial issues. Individual results may vary, and following these recommendations should not be viewed as a prom-
ise of future results nor a guarantee you’ll reach your financial goals.
2
This assumes that you are saving for long-term retirement savings (tax-advantaged accounts like 401(k) and IRAs) through paycheck withdrawals
or other contributions outside of your monthly expenses. This category is the percentage we recommend for short-term or liquid savings. If you
have questions about saving for retirement, please contact a financial, legal or tax advisor.
Appleton, Wisconsin
Minneapolis, Minnesota
•
866-226-5225
•
35052W R6-14
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