Financial Planning

Fill Out Your 2015 Financial Statement

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Fill Out Your 2015 Financial Statement

2015 financial statement

Hello Sophisticated Spenders!

It’s time to fill out an annual financial statement!

I use Rich Dad’s “Where Am I Today?” Financial Statement but there are hundreds of them out there.

I want all of us to keep track of where we are each year.

Remember if you fail to plan then you may as well plan to fail.

Here are a few links to a few of the financial statements that I found around the web.

Who knows, maybe I’ll find the time to make a financial statement Sophisticated Spender style so we can all really be on the same page.

1:  Link to “Rich Dad Financial Statement” (Opens an excel file, please make sure you scan everything for viruses!)

2:  Link to “Rich Dad Income Statement” (This is from the game, Cash Flow-awesome game!)

I plan on filling mine out over the weekend.  

I wish you all a happy (and stress free) holiday!

And if you are unemployed, under employed or have credit card debt, do NOT buy any Christmas presents!  There are plenty of free things and services you can offer (hello can someone please offer to come & clean my house)!  If the people you chose to surround yourself with truly love you, they won’t care about any stupid gifts or presents!

Shoot me an email at SophisticatedSpender@gmail.com if you want me to print one off and mail it to ya!  Who knows, it may include a special gift :)

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