<aside> 🎯 Current Goals

[ ] Save $25,000 for down payment
[ ] Save $10,000 for quarterly travel
[ ] Pay off all debt by June 2022

</aside>

<aside> 👀 Current Financial Overview

Savings: $23,748

Total debt: $4,350

Total invested: $83,969

Net worth: $103,367

</aside>

<aside> 📌 Current Actions Items

[ ] Open Marcus HYSA
[ ] Fund Roth IRA
[ ] Upload past year's tax return
[ ] Update cash flow numbers </aside>

Monthly Cash Flow

My Financial Picture

Document Organization

Annual Housekeeping Checklist

Monthly Financial Checklist

[ ] Pay rent/mortgage
[ ] Pay credit card bill(s)
[ ] Review debt payoff progress
[ ] Review savings & automated transfers
[ ] Review cash flow (RocketMoney)
[ ] Check credit score (Credit Karma or your credit card app)

Helpful Resources

Important Financial Dates

All Video Tutorials

10+ Financial Calculators

Financial Tools

AnnualCreditReport.com