tools for great financial success

free Checklists

 

Check Register:
Bank Reconciliation Program

This simple tool will ensure you have a complete picture of your finances.

Credit Card
Tracking List GriD

Never lose your account information again! This credit card tracking list is the key.

Grocery
Shopping List

Coupons, sales, buy-one-get-one deals… Learn how to shop smart and not fall victim to the traps. This shopping list will help you save thousands each year.

Travel Packing
List Pak

Who can afford baggage fees these days? Save money by packing smart! With this list, you’re guaranteed to pack everything you need, and nothing you don’t.

 

Disclaimer:

Neither the publisher nor the author bear any responsibility or liability for the use of these worksheets and checklists. These guides are designed to provide a framework for your personal analysis. Any conclusion you draw or actions you may take or do not take are your sole responsibility. These worksheets and checklists are not a substitute for professional advice. Be sure to consult the appropriate professionals to gain answers to your questions and to determine the applicability of this information to your particular situation. If you do not accept and agree to this disclaimer, delete these files from your computer immediately.