Family Finance Planner - Level 3
Wealth Accumulation
de Victoria Smith
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Acerca del libro
The Family Finance Planners are workable planners that allow families to set a detailed budget for each month.
Level 3 is for:
Families looking to dig deeper into budgeting and planning
Families who want to plan and budget for goals and savings
Families who want to track their retirement savings, make sure they are sure they have enough saved to last them through retirement.
What is included:
Quick Review pages with budgeting information and ideas
Goal Planners
Emergency Fund Planner
Holiday and Birthday Planner
Kids Activity Planner
Savings Planner
Monthly Savings Planner
Monthly Bill Tracker
Debt Tracker
Individual Debt Payment Tracker
Annual Budget Planner
Monthly Budget Planner
Quarterly Budget Planner
Annual Planning
Uneven Income Planner
Retirement Savings Calculator
Investment Tracking and information on creating an allocation
College Savings tracker
Medical and Life Insurance Tracking
Family Budget Meeting Tracker
And more!
INCLUDES:
Instructions and quick budgeting and planning information to help support you and your family in your financial planning endeavors!
FEATURES:
Breakdown of budget into multiple categories
Detailed Budget
Allows for multiple bank account tracking
Many budgeting options
Customize by writing over any titles
Works along side electronic budgeting tools
Características y detalles
- Categoría principal: Negocios y economía
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Características: 20×25 cm
N.º de páginas: 98 -
ISBN
- Tapa blanda: 9780464905974
- Fecha de publicación: ago. 25, 2018
- Idioma English
- Palabras clave Budgeting, Retirement, Financial, Debt Planning
Acerca del creador
My name is Victoria and I am the mother to three beauties that keep me busy all day! My husband and I were both born in Utah and have chosen to raise our family close to our own families. I studied Financial Planning starting when I was 16 years old when I joined Academy of Finance in High School. I graduated high school with my Associates Degree and went on to study Finance and Economics in College. In college I wanted to focus on building financial plans for families. I found that there wasn't a platform to bring this vital information at an affordable price to families who needed it the most. I graduated College in a year and a half with a degree in Finance and a minor in Economics and went on to work at two different large brokerage firms over the next 10 years. My work experience has taught me how to plan for retirement, protect my family through insurance, and how to invest to meet my goals. My personal experience has taught me budgeting, although most of it was from finding