Chief Financial Officer Bundle

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CFO Bundle.png
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Chief Financial Officer Bundle


Learn how to become the CFO of your home with this easy-to-use budget template.

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This one-stop budgeting tool can help you stay on top of your finances.  Now you will know exactly how you’re doing from month-to-month when it comes to sticking to your budget and what areas might need a little more work.

If you’re ready to get your family’s finances fully under control then you’ve come to the right place.

The CFO bundle has an annual budget to help you see how you’re doing month-to-month, so you can quickly compare each month to one another to see where any overages might be. In addition, you have monthly tracking sheets to keep up with all of your expenses for the entire year. 

Long gone are the days of feeling confused and frustrating with your money. You’ll be able to customize your budgeted amounts to fit your family - no matter how much money you make or if one spouse stays home. 

Here’s what you’ll be able to do:
Track your spending on a monthly basis
Categorize your spending to see where the majority of your money is going each month
Compare your budgeted amounts to your actual spending
Visualize your annual budget all in one screen
Calculate your sinking funds from one page, for the entire year! See just how much more you need to save enough for your property taxes, your medical bills and even your upcoming vacation
See all of your family’s finances in one place - no more flipping between screens, papers and bank statements to know how you’re doing

Not sure how to use your new spreadsheet? No worries! Your purchase will include an instructional PDF download to help you get started.

The Excel Budget Spreadsheet will help you calculate your spending in real-time. You can see from month-to-month how well you’re doing - if you’re over or under your projected income and budget.

As a bonus you will receive my Sinking Funds Spreadsheet (sold separately HERE) and my Debt Tracker Tool.  These two tools have helped my family pay off over $40,000 worth of debt in under three years while still being able to travel, have fun and make memories!

Stop putting off organizing your family’s finances. This one tool can help you take control and stay on top of your money. Now you’ll be able to stop living paycheck-to-paycheck, pay down your debt and live a life you’ve always dreamed of.

Your purchase includes:

  • An instant Excel download 
  • An annual budget with all 12 months on one screen
  • A monthly expense tracker, with each month having it's own tab so now you can keep a year's worth of data in one spreadsheet
  • Debt payoff schedule
  • Sinking funds spreadsheet
  • A PDF guide on how to setup and use your new monthly budget spreadsheet