Rubino & Liang Wealth Partners

Monthly Budget Worksheet

BudgetPlanner_Mockup_previewSitting down with a professional and following this simple budget plan could be the most important thing you do all year.

Follow these 5 Steps when creating a monthly budget:

  • Gather all of your monthly expenses, pay stubs, bank statements and savings or 401(k) statements.
  • Set-up an appointment with a professional to analyze and balance your budget.
  • Document and create your monthly financial plan.
  • Set realistic and attainable goals.
  • Analyze your performance and adjust accordingly.

Use this worksheet to help determine what your monthly (and then annual) expenses are – then use these numbers as reference with our Retirement Income Gap Calculator worksheet to help determine if you have enough guaranteed income to meet your ESSENTIAL expenses in retirement.

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HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

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