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Personal Financial Analysis Worksheets

These are a series of financial analysis worksheets that take key inputs in order to define and evaluate your current financial condition. They consist of the of the follow worksheets:

Income Worksheet

Living Expenses Worksheet

Current Debt Worksheet

Financial Analysis Worksheet

Financial Goal Worksheets

Setting short term, intermediate, and long term goals are essential to your Financial Success. Here are three small worksheets to help you:

Short Term Goals Worksheet

Intermediate Goals Worksheet

Long Term Goals Worksheet

Latest E.I Facebook Update

E.I. Tip: Divide Your Paycheck. Ask your company’s HR department to divide each of your paychecks between your savings & checking accounts. Set a specific percentage to automatically deposit into your savings so you’re less tempted to touch it while off work. Also, interest rates are generally higher for savings accounts than they are for checking.

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