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Financial Independence Budget
Financial Independence Budget
Criteria Ratings Pts
Completed Part I. Income and Expenses Exploration
Questions 1 - 5 Calculated tax withholding and net monthly pay accurately
threshold: pts
pts
2 pts
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Part II. Create Your Financial Independence Budget
Use the estimates from Part I to start filling in monthly financial independence budget.
threshold: pts
pts
2 pts
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Part III - Evaluate and Adjust Your Financial Independence Budget
Part III: Evaluate and Adjust Your Financial Independence Budget
threshold: pts
pts
2 pts
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Overall Budget
The numbers from the worksheet are reflected in the Overall Budget. A zero-based, balanced budget is presented.
threshold: pts
pts
4 pts
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Total Points: 10 out of 10