In this video, I walk you through the castle plan, highlighting key components like income streams, monthly bills, and spending columns. I emphasize the importance of tracking both recurring and non-recurring expenses to ensure you stay on top of your budget.
For those of you who are retainer clients, remember to utilize your monthly adjustments effectively, while annual financial physicals require you to manage your budget independently. I also touch on savings goals, including financial foundations and travel funds, and how to allocate your spending accurately.
Please make sure to follow the guidelines for your spending column to maintain control over your finances.
Introduction to Cash Flow Plan
Recurring Monthly Expenses
Children's Budgeting Needs
Spending and Savings Breakdown
Business and Debt Summary
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