Stock Up Savings: Personal Cash Flow Planner

New to the Stock Up Savings series? Learn more and sign up here.
 

It’s Week 1, Day 3 of the Stock Up Savings series!
 

Today’s task is to make room in your budget to accomplish your savings goal.
 

I know, I know.


Getting real with yourself (and your spending) isn’t always fun but it is sooo necessary. Not only for your financial goals but your trading as well.


Sometimes trades just don’t work out and you’ll need to stop and reflect on what went wrong, what went right, and what could be done differently. Being willing and disciplined enough to stop and do this kind of self-analysis will help you manage your money well when you're trading the stock market.
 

To reach the goal of saving $1700, you'll need to set aside $100 per week over the next 17 weeks.
 

I created the Personal Cash Flow Planner to help you see exactly where your money is currently going and determine how you can redirect funds to meet your goal.

 

I created the Personal Cash Flow Planner to help you see exactly where your money is currently going and determine how you can redirect funds to meet your goal.

Personal Cash Flow Planner


In this video, I explain how to use the Personal Cash Flow Planner.


Use the links below to download your Personal Cash Flow Planner and review where your money is currently going. Then, redirect funds to the line labeled 'Stock Up Savings series' to meet your goal.

PDF version        |        Excel version


After you've outlined where your money is going and planned for your savings, check in with your accountability partner to make sure they are on track and have completed their Personal Cash Flow Planner, too. 


Join the Conversation

Need help with your Personal Cash Flow Planner? Leave me a comment below. Or ask for support in the Stocks and Profit group.