Individual Financial Plan

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					Individual Financial Plan

                                                                                                                           Monthly
                                   Jan   Feb   Mar   Apr   May     Jun     Jul   Aug   Sep   Oct   Nov   Dec   Full Year   Average

Income:
     Salary                                                                                                           -        -
     Unemployment benefits                                                                                            -        -
     Draw                                                                                                             -        -
     Other                                                                                                            -        -
     Total Income                   -     -     -     -     -        -      -     -     -     -     -     -           -        -

Home/Personal Expenses:
    Mortgage/Rent                                                                                                     -        -
    Home/Renter's Insurance                                                                                           -        -
    Phone/Internet/TV                                                                                                 -        -
    Cell phone                                                                                                        -        -
    Utilities                                                                                                         -        -
    Lawn & Garden                                                                                                     -        -
    Maintenance and Repairs                                                                                           -        -
    Cleaning services                                                                                                 -        -
    Home supplies                                                                                                     -        -
    Postage                                                                                                           -        -
    Personal Supplies                                                                                                 -        -
    Clothing                                                                                                          -        -
    Groceries                                                                                                         -        -
    Other                                                                                                             -        -
    Total Home/Personal Expenses    -     -     -     -     -        -      -     -     -     -     -     -           -        -

Transportation:
     Car Insurance                                                                                                    -        -
     Car payments                                                                                                     -        -
     Maintenance and Repairs                                                                                          -        -
     Registration/License                                                                                             -        -
     Fuel                                                                                                             -        -
     Other                                                                                                            -        -
     Total Transportation           -     -     -     -     -        -      -     -     -     -     -     -           -        -

Health
      Health Insurance                                                                                                -        -
      Life Insurance                                                                                                  -        -



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Individual Financial Plan

                                                                                                                      Monthly
                              Jan   Feb   Mar   Apr   May     Jun     Jul   Aug   Sep   Oct   Nov   Dec   Full Year   Average

     Disability Insurance                                                                                        -        -
     Doctor/Dentist                                                                                              -        -
     Medications                                                                                                 -        -
     Supplements                                                                                                 -        -
     Health Club Dues                                                                                            -        -
     Other                                                                                                       -        -
     Other                                                                                                       -        -
     Other                                                                                                       -        -
     Other                                                                                                       -        -
     Total Health              -     -     -     -     -        -      -     -     -     -     -     -           -        -

Entertainment:
      Videos/DVDs                                                                                                -        -
      Hobbies                                                                                                    -        -
      Sports                                                                                                     -        -
      Concerts/Movies/Plays                                                                                      -        -
      Books                                                                                                      -        -
      Toys                                                                                                       -        -
      Travel                                                                                                     -        -
      Other                                                                                                      -        -
      Total Entertainment      -     -     -     -     -        -      -     -     -     -     -     -           -        -

Subscriptions:
     Health Club                                                                                                 -        -
     Magazines                                                                                                   -        -
     Newspapers                                                                                                  -        -
     Clubs                                                                                                       -        -
     Internet Dues                                                                                               -        -
     Other                                                                                                       -        -
     Total Subscriptions       -     -     -     -     -        -      -     -     -     -     -     -           -        -

Charity/Gifts:
      Birthday gifts                                                                                             -        -
      Holiday Gifts                                                                                              -        -
      Misc gifts                                                                                                 -        -
      Charitable Donations                                                                                       -        -
      Total Charity/Gifts      -     -     -     -     -        -      -     -     -     -     -     -           -        -




                                                        Page 2 of 4
Individual Financial Plan

                                                                                                                     Monthly
                             Jan   Feb   Mar   Apr   May     Jun     Jul   Aug   Sep   Oct   Nov   Dec   Full Year   Average


Savings:
      Reserve Fund                                                                                              -        -
      Retirement                                                                                                -        -
      Investments                                                                                               -        -
      Education                                                                                                 -        -
      Other                                                                                                     -        -
      Other                                                                                                     -        -
      Other                                                                                                     -        -
      Total Savings           -     -     -     -     -        -      -     -     -     -     -     -           -        -

Obligations:
      Student Loan                                                                                              -        -
      Other Loan                                                                                                -        -
      Credit Card Payments                                                                                      -        -
      Taxes                                                                                                     -        -
      Other                                                                                                     -        -
      Total Obligations       -     -     -     -     -        -      -     -     -     -     -     -           -        -

      Total Expenses          -     -     -     -     -        -      -     -     -     -     -     -           -        -

      Income less Expenses    -     -     -     -     -        -      -     -     -     -     -     -           -        -




                                                       Page 3 of 4
Individual Financial Plan

                                                                                                              Monthly
                      Jan   Feb   Mar   Apr   May     Jun     Jul   Aug   Sep   Oct   Nov   Dec   Full Year   Average




                                                Page 4 of 4
				
DOCUMENT INFO
Description: This Individual Financial Plan provides a template spreadsheet that should be used by individuals to budget monthly income, expenses, and debt. Individuals should engage in financial planning to manage personal and family financial health. This spreadsheet can help an individual budget for common personal expenses, such as housing, transportation, health, insurance, entertainment, charity, and savings. Such a plan will help individuals ensure that they have enough monthly income to cover all of their monthly expenses.
This document is also part of a package Personal Finance & Retirement 5 Documents Included