My Monthly Financial Checkup date _______________
Description	Amount
Total of All Assets:
Total of All Liabilities:
(subtract your liabilities from your assets) Net Worth:

Progress Checkup - Assets
Description	Amount
This Months Asset Total:
Last Months Asset Total:
(subtract last month from this month) Change:

Progress Checkup - Liabilities
Description	Amount
Last Months Liabilities Total:
This Months Liabilities Total:
(subtract this month from last month) Change:

ASSETS - Your goal each month is to INCREASE your assets by adding to your savings and investments. Make a strong effort to increase this number every month, even if it is just a small amount. Avoid decreasing your assets when at all possible.

SAVINGS - Your goal each month is to INCREASE the value of your savings account. This is your emergency fund and should be six months of your regular monthly expenses. When you have a six-month emergency fund stop adding to this account. Use the money you would use to build savings and put it towards debt. Eliminate all debt, then start investing.

NET WORTH - Your goal each month is to INCREASE your net worth by reducing liabilities and increasing assets. Limit your liabilities by reducing debt and avoiding new debt. Increase your assets by adding to your savings and investments.

LIABILITIES - Your goal each month is to DECREASE your liabilities by reducing debt and avoiding new debt. Use the debt snowball to eliminate consumer debt first. Start with your lowest balance loan, pay it off as soon as possible. Avoid new debt.