Financial Planning Worksheet - My New Money Goal Page 4
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My New MoNey Goal
What is my new money goal?
Total your month 1 income and expenses. Then subtract the expenses from your income to see what’s left over.
Last Month:
$
$
$
TOTAL InCOME
TOTAL ExPEnSES
WhAT’S LEfT?
Budget for the coming month
Are you spending more in some areas than you
Keep track of the difference between your month 1
thought? What changes do you want to make?
and month 2 expenses in the difference column.
Enter your future spending targets in the month 2
Enter your month 2 total budgeted income and
column of your expenses list.
expenses on the lines below.
This Month:
$
$
$
BuDgETED TOTAL InCOME
BuDgETED ExPEnSES
MOnEy TO PuT TOWARD
Your total Goal
See how you did & make adjustments
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At the end of the month, list what you spent and compare your
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real-life numbers to your projections.
consumerfinance.gov
you may not hit all your targets the first month. That’s okay. no one
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can predict the future. But now you have been working toward
Consumer financial Protection Bureau
your goals for at least a few weeks. you’ve probably made some
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progress. So make a few tweaks and try again.
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Submit a complaint online
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consumerfinance.gov/complaint
The CfPB is focused on making consumer financial markets
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work for families by enforcing federal consumer laws and by
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empowering consumers to take more control over their financial
lives. We are working to foster a marketplace:
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In which no one can build a business model around unfair,
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That works for American consumers, responsible providers,
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