financial wellness resources
Financial wellness requires awareness, being intentional, and good planning. Please use these free resources to help in your financial wellness journey.
student loan analysis worksheet
Use this interactive excel sheet to create your student loan payoff plan! You can see your monthly payment and the interest you will pay over various time periods to make a plan that works for you and puts your student loans behind you!
monthly spending mindfulness review
Use this simple form to bring awareness to your spending over the past month. Are you using your resources in a way that works for your future, or keeps you stuck in the past?
debt list
If you have debt, this is where you want to begin. Use this list to record all of your debts and have them clearly in front of you. Gaining clarity will help you make progress in defining your goals.
spending log
use this log to track what you’re spending money on, bring awareness to your habits, and begin to spend your money in alignment with your goals and values.
meal planning template
use this meal planning template to plan a week’s worth of meals. you are more likely to stick to a food budget if you have your meals planned ahead of time and you have done the shopping for the week.
I am so happy you found these resources and I hope they are tremendously helpful on your financial wellness journey. By downloading these free resources, you agree to receive emails from Bottom Line Personal Finance.
Essential Financial Clarity Guide
use this guide to help you de-clutter all the financial stuff you are currently managing in multiple places (or worse yet, just hanging onto in your brain space!). This guide will give you the clarity you need to feel good about your finances.
The Guide to Meal Planning
use this guide to help you plan your meals with efficiently and with ease.
