Financial Analysis Tools | Loan Calculator | Debt Worksheets

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

Great event today at the Academy of Peace in Wilmington, Delaware. I provided attendees with a brief discussion on the importance of budgeting during the holidays. Thanks to those in attendance for the great feedback regarding my presentation. A special thanks goes to Dr. Jay Macklin for organizing, coordinating, and hosting this outstanding community..

1 hour ago

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