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Financial Report

Resources For Your Financial Plan

The world of finance can be complex, but with the right tools and knowledge, you can navigate it with ease. Let's dive into it. I have gathered some links to assist you in starting your journey towards financial planning. 


​Calculators are a great way to understand your financial situation. They help you make informed decisions about your investments, debts, and savings. Here are some calculators that you might find useful:

Budget Options

Budgeting is a crucial part of financial planning. It helps you track your income and expenses, and ensures you are not spending more than you earn. Here are some budgeting methods that you can consider:

  • Cash Method / Envelope Method

  • 50/30/20 Budget

  • 80/20 Budget

  • Hi-5 Banking Method

  • Zero-based budget

  • Pay Yourself First Method

  • Paycheck Budgeting

  • “No” Budget

  • Pen and Paper budget (Track All Spending By Hand)

  • Budget Apps (ex. Every Dollar, YNAB)

Important Reports & Documents

Keeping track of your financial documents and reports is also essential in managing your finances. Here are some resources that can help you with it:

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