This is the excel template of our Blueprint to Financial Freedom. Guiding our clients through the creation of their personalized Blueprint to Financial Freedom, is the very first step we take with all of our coaching clients.
This blueprint will help you understand your current financial situation, understand your personal values, determine your life goals, perform a net worth analysis, perform a cash-flow analysis, analyze your financial rations, create your SMART goals, and finally create a realistic budget that works for you.
This option is best for individuals who feel they have a good handle on their finances, but do not want to spend the time creating their own blueprint to financial freedom from scratch.