Set The Foundation
Day By Day
Pilot Project
Pledge.
Pledge.
I am going to put forth the necessary time and effort needed and to do my part to help myWealthBeing program succeed. My commitment to myWealthBeing program is the follwoing:
I am going to put forth the necessary time and effort needed and to do my part to help myWealthBeing program succeed. My commitment to myWealthBeing program is the follwoing:
To follow the plan as presented until the end, to identify areas of improvement for myself and the program. I will be an active participant will put forth the highest level effort and be mindful of others involved while valuing everyone's time.
To follow the plan as presented until the end, to identify areas of improvement for myself and the program. I will be an active participant will put forth the highest level effort and be mindful of others involved while valuing everyone's time.
I will expect in return that others involved will commit in the same way and give the program the time and effort it demands.
I will expect in return that others involved will commit in the same way and give the program the time and effort it demands.
Yes, I commit to this Pledge.
Yes, I commit to this Pledge.
Gather Financial Information
Gather Financial Information
Assets: Bank, retirement, auto and mortgage statements, and other items of value.
Assets: Bank, retirement, auto and mortgage statements, and other items of value.
Debit: Credit Card, auto, mortgage, and other loan statements.
Debit: Credit Card, auto, mortgage, and other loan statements.
Income Sources: Job(s), investment, businesses, other Income.
Income Sources: Job(s), investment, businesses, other Income.
Living Expenses: Housing (rent/mortgage/utilities/medical), food (not restaurants), auto, other.
Living Expenses: Housing (rent/mortgage/utilities/medical), food (not restaurants), auto, other.
Other Expenses: Restaurants, entertainment, vacation, gifts, liquor, other.
Other Expenses: Restaurants, entertainment, vacation, gifts, liquor, other.
1. Turn on Light
1. Turn on Light
- Update/Adjust Budget and Net Worth
- Find/Identify one month emergency fund
- Learn about the Wealth Cash Flow
- Milestone: Put together one months emergency fund
2. Pay Off Debt
2. Pay Off Debt
- Update/Adjust Budget and Net Worth
- Setup Wealth Cash Flow System
- Create Snowball Debt Repayment plan
- Milestone: Pay off all debt (except for home debt)
3. Reach Six Months Emergency Fund
3. Reach Six Months Emergency Fund
- Update/Adjust Budget and Net Worth
- Start Emergency savings fund
- Milestone: Milestone: Reach six months emergency fund