Pay Attention to Your Money ... It Pays You Back!
Use these Budget Worksheets to pay attention to your money.
Budget Example (Pen and Pad)
Use this Budget Worksheet example as a guide - a simple way using pen and pad to track your finances.
Budget Worksheet (Pen and Pad)
Use this Budget Worksheet - keeping it simple - with pen and pad - a simple way to track your finances.
Budget Example (Excel)
If you prefer to use Excel and their formulas and separate sheets for workbooks, use this example.
Budget Workbooks (Excel)
This Excel Budget workbook gives you easy formulas and to keep track of your finances.
If you have any questions, please contact Team@WomenNavigatingFinances.com | Phone: 973-706-8924
Debra L. Morrison, CFP®
44+ Year Financial Industry Expert
About Debra L. Morrison
Debra draws on her four+ decades of financial expertise, including her Master’s Degree in Retirement Planning where she partnered with clients to chart their financial plan and managed their assets accordingly, on a Fee-Only Fiduciary basis. She holds the Accredited Estate Planner designation which arms her with specialty knowledge that helps her clients and their families KEEP more of their hard-earned estates, leaving rich legacies.
She has since retired from active financial planning and asset management and now serves as the Founder and Chief Navigating Officer of Women Navigating Finances.
As a financial coach, she’s equally passionate about alerting women to pitfalls to avoid as well as charting, and then navigating, each woman’s finances.
She strategizes with her growing number of coaching clients to either accumulate maximum wealth or, once retired, enjoy an inflation-adjusted lifetime income stream so that they can still afford to buy higher priced goods and services as they age.
Together, Debra and each client, discuss both how to avoid financial perils while at the same time effectively manage known and unknown risks, not the least of which is increased longevity, to better ensure financial security.
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