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Personal Finance Solution Pack

Financial planning for today's busy family

Designed for busy homeowners and families who want to reach their goals faster, the Personal Finance Solution Pack contains a broad variety of easy-to-use templates and worksheets that help you manage your money and assets more effectively, maximizing your return on investments and stabilizing your financial future. Other templates in this Solution Pack will help you analyze and understand your current condition, and even more importantly, plot a successful course and make effective personal finance decisions.

Sample templates

(Click any sample to see a larger view.) (Click any sample to see a larger view.)

The Personal Financial Solution Pack makes it a snap for families to quickly and easily:

  • Create easy-to-understand budgets for a wide variety of household expenditures
  • Track assets and liabilities to see exactly what your family's financial standing is at any given point
  • Calculate loan payments - including balloon loans
  • Perform mortgage comparisons and calculate real estate closing costs to make sure that your home purchase goes as smoothly as possible
  • Make auto insurance comparisons and finding out if buying or leasing a vehicle is a better expenditure
  • Compare and analyze mutual fund performance, dollar-cost average investments, and calculate future value of retirement plans

No need to call your investment planner when you can have the numbers instantly!

Bonus! Personal Finance Solution Pack also comes with an instructional eBook that provides information about each template, answers to frequently asked questions and guidance on how to create your own personal financial plan.

Personal Finance Essentials Templates (by Category)


  • Affordable Automobile
  • Car Lease Calculator
  • Car Lease vs. Buy
  • Car Purchase Evaluator

Cash Flow Management

  • Divorce Cash Flow
  • Holiday Budget
  • Personal Budget
  • Vacation Budget
  • Wedding Budget

Education Planning

Along with buying a home and automobile, education is a significant "purchase". Therefore, Personal Finance Essentials includes templates that help you estimate the costs of education, budget for those costs and compare financial aid packages.

  • College Cash Flow
  • College Costs
  • College Monthly Budget
  • Education Expenses
  • Financial Aid Planning Calendar
  • Financial Aid Compare
  • School Budget

Financial Condition

  • Balance Sheet
  • Bonds
  • Business Interests
  • Cash and Receivables
  • Dependents and Others
  • Income and Expenses
  • Mutual Funds
  • Personal Assets
  • Personal Finance Goals
  • Projected Financial Condition
  • Real Estate
  • Statement of Net Worth
  • Stocks and Optionsv
  • Wealth Accumulation

Getting Organized

  • Advisors
  • Document Retention Rules
  • Location of Important Documents
  • Personal and Family Datav
  • Personal Financial Plan
  • Personal Financial Planning Tasks
  • Planner Data Collection Sheet
  • Planning Needs
  • Tax Planning Calendar
  • Year End Tax Plan


  • Added Payment Mortgage
  • ARM Mortgage Comparison
  • Biweekly Mortgage
  • Closing Costs
  • Fixed-Rate Mortgage
  • Home Rent or Buy
  • Spending Tracker


  • Automobile Insurance
  • Homeowners Insurance Savings Checklist
  • Disability Insurance
  • Life Insurance
  • Property Insurance
  • Umbrella Liability Insurance

Credit Management

  • 7-Year Balloon Loan
  • ARM vs. Fixed Mortgage
  • Balloon Payment Loan
  • Consumer Debt Manager
  • Consumer Loan Proceeds
  • Credit Card Log
  • Credit Card Savings
  • Credit Card Shopping
  • Credit Error Correction Letter
  • Debt Consolidation
  • Extra Payment Analyzer
  • Fixed Rate Loan Analyzer
  • Home Equity Comparison
  • Home Equity Qualify
  • How Much Can You Borrow?
  • Liabilities
  • Loan Calculators
  • Mortgage Amortization
  • Mortgage Qualifications
  • Mortgage Refinancing
  • Time to Pay Credit Card

Retirement & Estate

  • Charitable Activity Goals
  • Education and Retirement Plan
  • Estate Data
  • Estate Liquidity
  • FV of Retirement Plans
  • Letter of Last Instructions
  • Retirement Budget
  • Retirement Income Plan
  • Retirement Plans
  • Retirement Plan Contributions