Free Gift! The Financial Freedom Workbook


A Free Gift

Hi guys! Today I’m going to share a free resource that I’ve put together & have been using for about a year now. It has been a good help to me, and I hope it benefits you as well.

This is Workbook is completely free, and will be sent directly to your inbox for you to save and use on your phone (tablet, laptop, or desktop), or it can be printed out and organized neatly into a binder.

There are no printed dates on it, so it can be reused continuously.

What’s inside:

  • The Ideal Me– make some goals
  • Make it Happen– figure up the total costs of these goals (very few people actually know what their ideal lifestyle requires!)
  • Make a Budget– this is a two sheet deal, and it’s really organized and simple.
  • Past Due Bills– if you ever fall behind on your bills, it’s sometimes hard to find the motivation to care, or to even try fixing it. This worksheet is really useful for those rough times.
  • Meal Planningcooking at home, rather than eating out can save you some serious cash. Just my husband & I limiting our restaurant foods to two meals a week (which is not often when you travel full time in a 70 sq foot semi!!!) will save us $10,000 a year! This chart makes that easier for you to eat at home.
  • Grocery list– if you eat at home more, you need to better plan your grocery store trips. Sticking to a list helps prevent forgotten ingredients, AND it keeps you from buying the junk you don’t need.
  • Payment Info– Look, even if you have auto pay set up, you still need to be able to access your bill, especially if they raise the price (I’m looking at you Netflix!). This sheet has a nice orgamizational place to keep your username, password, the bill due dates, and the typical bill amount (so you know for sure when a rate has been raised). I keep this information sheet password protected on my smartphone, but if you print this out, make sure you keep it in a secure place.
  • Bill Schedule– this is a handy (therapeutic) checklist for the year to keep your non-automated bills organized.
  • Credit Repair– this is two sheets for two kinds of credit repairing. This allows you to identify any problem areas in your credit, find the lending information, and then write a letter to them, and keep track of when your errors will be removed. This worksheet is not as self explanatory as the others. I have a full guide for how to successfully remove credit issues in my book (get it here, for $12.99 as a paperback with free S+H in the US, or .99ยข as an eBook)- or you can get the free partial guide right here.
  • Hobby to Hustle– don’t worry, if in the “Make it Happen” worksheet, you realize that you don’t make enough to support your ambitions, this sheet will help you.
  • Investment Ideas– this is also another worksheet to help you boost your income.
  • Monthly Overview– The last worksheet! Use it to represent your month’s progress, what you did differently, and what you plan on doing next month, as well as a goal setting page.
Read this:  Understand your Finances like a Boss with this Free Financial Tracker

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Are you ready to get organized, and start working towards the ideal you? Enter your email in the form right below this pinterest pin. If you like your gift, be sure to pin the image below (just tap the picture, and a red ‘P’ will show up in the top left corner- click that. Thank you!