30 Day Spending Awareness

Complete the 30-day spending awareness form below to get an idea of where you might be able to make some changes. If you chose to submit the form, you and I will receive a PDF copy of your 30-day spending habits. I will also reach out to you to help recommend other things we can do to improve your financial situation!

Name

Instructions

Take your bank statements and Credit Card Statements and separate each transaction into three categories. 1. Essentials/Expenses: i.e. groceries, gas, cable, insurance, utilities, tithing/giving, phone bill 2. Debt: i.e. mortgage, car note, student loans, credit card 3. Misc. Spending: i.e. All spending that is not in category 1 and 2. (Everything Else)