Resources
Financial goals one-pager: now, next, later
Three horizons keep weekly decisions aligned with bigger milestones.
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Resources
Charitable giving log: receipts and fair market value
Non-cash donations need documentation thresholds—track as you go.
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Moving checklist: utilities, mail, and registrations
Overlap service dates to avoid gaps in heat, internet, or insurance.
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Medical bill negotiation: EOBs and itemized requests
Errors are common; ask for coding review before paying in full.
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Side income tracker: estimated taxes reminder
Quarterly payments reduce April surprises for freelancers.
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Salary negotiation prep: comps and talking points
Document wins and market ranges before the conversation.
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College savings goals: 529 vs. taxable tradeoffs
Flexibility vs. tax advantage—some families use both buckets.
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Rent vs. buy worksheet: inputs that move the answer
Horizon, maintenance, and opportunity cost swing the math more than small rate tweaks.
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Tax document retention: what to keep how long
Digital copies count if readable; shred what you no longer need.
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Password and document vault: family access plan
Estate helpers need location, not just strong passwords.
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Insurance inventory: policies and beneficiaries
Life, disability, renters, auto—store declarations and agent contacts together.
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Bill calendar: due dates and autopay map
One-page view reduces missed payments and duplicate subscriptions.
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Net worth statement: assets and liabilities template
Update quarterly to see trends, not just account balances in isolation.
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Year-end financial checklist (dummy template)
Beneficiary review, FSA spend-down, and tax docs—tick through once a year to stay organized.
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Emergency fund size: rules of thumb that scale
Three months is a starting line, not a finish line—adjust for dependents, job volatility, and insurance.
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