Organizational Tools

We believe that the lack of organization is one of the top reasons that people fail to reach their financial potential.  Use these tools to help organize your financial information and your time!

Financial Accounts Form (MS Word) or Financial Accounts Form (PDF)

  • Helps you organize your entire financial picture
  • Read THIS SERIES to learn how to best use this tool

Time Budget – By the Half-Hour

  • Feel like your schedule is out of control?  Use this form to plan the next week’s activities for the family!

Time Budget – By The Hour

  • Be sure to include date night, family game night, and other family-building times!
I Was Broke. Now I'm Not. LLC
103 Edisto Rd.
Anderson, SC 29621
864-332-4151