The first step to any financial plan is having a clear understanding of your budget. This budget calculator will help you organize your inflows and outflows on an annual basis.
You can add/delete rows, customize the name of your expense items, and adjust the amount and frequency as necessary. As a reminder, do not include expenses or savings items already deducted from paychecks since we are reporting net income on this worksheet.
Once complete, download your budget and email the excel document to your financial advisor for further discussion.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
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