Step 2 of 4
How to use this guide
Read one chapter at a time, then try what you learned. Each chapter is split into short steps. Mark a step as done when you finish it, and your progress shows in the sidebar.
Plan and budget
Chapters 1 to 3
SMART Goal Planner, Cash Flow Statement, Net Worth Statement and Budgeting Plan.
Protect and grow
Chapters 4 to 6
Emergency Fund Tracker, Life Insurance Needs Calculator and Risk Appetite Quiz.
Using the templates
- 1Click a template link.
- 2Choose Make a copy. The copy saves to your own Google Drive, so it's yours to edit.
- 3Fill in your own numbers. All you need is a free Google account.
Most steps also have a calculator or a box to write in right here. Your answers save as you type.
All templates in one place
See all 7 Google Sheet templates in one Google Drive folder. You'll also find each one inside the chapter that uses it.