780-487-7903 info@deanfinancial.ca

Here is the Monthly and Annual Cash Flow Spreadsheets and Debt Crusher Worksheet I mentioned during our meeting. I like to use these spreadsheets to help my clients see where their money is being spent and where they would like it to be allocated, more as an overview. There are 4 tabs at the bottom: template, 2023, 2024, 2025 for you to use. Start with the 2023 tab. It also helps us find money for your financial goals for the future, like RRSP, TFSA, FHSA, RESP, etc (bottom right hand corner), so you can reach them on your own terms rather than relying on when someone else may say you can retire for example. 

Please reach out to me if you have any questions or need help. Schedule a date night with yourself for 3 one hour sessions to get this done. It’s easier to avoid it, but putting it in your calendar will help keep you accountable. Completing this exercise will provide you with more financial freedom and comfort in having your money go where you want it to go, rather than feeling strapped month after month. Scheduling a meeting with me to review it and to get you started with your savings/investing portfolio is often the best option. Just use my link below to schedule a meeting for 1-2 months from now. I would be happy to assist you!

Additional Worksheets

How can we bring peace of mind?