Worksheet, 4 pages
This worksheet will help you get clear, get aligned (with your partner, if applicable), and get a plan on paper. Because “we’ll figure it out as we go” is not a financial strategy.
What’s inside
Part 1: Before You Build the Plan, Do the Thinking
Part 2: Drawing Your Lines
Part 3: The Discretionary “Yes Fund”
Part 4: The Line Item Tracker
