Prefer a spreadsheet or a pen? Every Bright Path tool is also available as a free download โ no email required, no strings. They open in Excel, Google Sheets, or Numbers.
Income and spending lines with planned vs. actual columns and categories โ the same structure as the dashboard tool.
Assets and liabilities with starter rows, plus a monthly snapshot log so you can track the trend in your own spreadsheet.
Every debt in one place โ balance, rate, minimum โ ready to sort by rate (avalanche) or balance (snowball).
Targets, saved-so-far, dates, and a needed-per-month column with the formula noted for you.
The one-page plan as a beautiful blank worksheet โ some things think better in ink. Prints on one page.
Ten minutes before a session doubles its value. Wins, changes, questions, and the numbers to bring.
Bring any of these โ filled in or blank โ to a free consultation and we'll build from there.
Book a Free ConsultationWhat is money for, in your life? One or two honest sentences.
Specific actions, each with a date. โ Check them off as you go.
An educational coaching worksheet from Bright Path Financial Coaching LLC. Not individualized investment, legal, or tax advice.
New job, raise, expense, windfall, worry โ anything.
โ Current account balances โ Take-home pay โ Debt balances & rates
โ Last month's spending total โ Retirement contributions โ Net worth snapshot
An educational coaching worksheet from Bright Path Financial Coaching LLC. Not individualized investment, legal, or tax advice.