Give Yourself a RAISE

Index of Forms

Forms from the book can be downloaded as either single PDF files or as Excel files that have all of the files from a given chapter.  All you need is a free Adobe Acrobat Reader to open the PDF files.  You cannot edit them on your computer.  They are for printing only.

For example the 7 files from Chapter 3 can be downloaded individually, or as a group on Excel.

 The Excel files are not protected so you are free to adapt them for your own needs.  No formulas are included so you may wish to create them to make the forms even more useful.

 Chapter Three Forms (Interactive Excel Worksheet)

3.1      Sources of Funds (.pdf)

3.2      Expenses: Regular Monthly Fixed Amounts (.pdf)

3.3      Expenses: Regular Monthly Variable Amounts (.pdf)

3.4      Expenses: Discretionary (.pdf)

3.5      Expenses: Irregular/Predictable (To be Escrowed) (.pdf)

3.6      Summary of Interest and Fees Paid (.pdf)

3.7      Sources and Uses of Funds Summary (.pdf)

Chapter Four Forms (Interactive Excel Worksheet)

4.1      Things I Want to Acquire (.pdf)

4.2      Experiences I Want to Have (.pdf)

4.3      Assets and Wealth I Want to Accumulate (.pdf)

Chapter Five Forms (Interactive Excel Worksheet)

5.1      Forecasting Worksheet (with categories) (.pdf)

5.1a     Forecasting Worksheet (blank) (.pdf)

Chapter Six Forms (Interactive Excel Worksheet)

6.1      Monthly Payment Plan (.pdf)

6.2      Escrow Account Worksheet (.pdf)

Chapter Seven Forms (Interactive Excel Worksheet)

7.1      Creditor Worksheet (.pdf)

7.2      Minimum Payment Summary (.pdf)

7.3      Debt Summary (.pdf)

Chapter Fifteen Table - Emergency Planning Checklist (.pdf)