Step 1:

Step 2:

Step 3:

You survived the budgeting portion! Was it as bad as you thought? Or was it helpful?

Don’t worry if you have any questions, we will address them in our meeting.

You can access your budget forms in Google Sheets by following the instructions below. Please fill out the form at least 24 hours prior to your meeting and let us know once you do.

1. Click the hamburger menu
2. Click on Monthly Budget Forms – this will unhide the budget template (see image below)

Please remember to have grace and patience with yourself. On average it takes 4-5 months to learn your spending habits and to get good at working and estimating your budget.

This is a rough draft so don’t stress too much. We will work through any hurdles or questions you may have.