FINancial Literacy And Beyond

Your HEADQUARTERS FOR hands on learning ..... real life financial experience and skills

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WELCOME TO YOUR
MONEY FLOW EFFICIENCY INDEX
 
DATA ENTRY WEBFORM:
Helping you answer these questions....
       How is your money SERVING YOU? 

 How is it serving your WEALTH FILLED LIFE?

  
 

 

 

 

WORKING WITH YOUR COACH WILL HELP YOU SEE HOW YOUR TIME AND MONEY SERVE YOU AND WHAT YOU CHERISH IN YOUR LIFE. 

THE AREAS YOU SPEND TIME

AND  MONEY ON,  HOW MUCH VALUE IS DERIVED FROM THE MONEY

 AND TIME YOU ARE SPENDING

 IN EACH?

FILL OUT THE TWO COLUMNS TO RECEIVE YOUR

 VALUE ANALYSIS WORKSHEET 

BUILDING ON YOUR MONEY FLOW

EFFICIENCY INDEX,

YOU TAKE ONE

ADDITIONAL STEP.

WHAT VALUE AND PURPOSE

DOES YOUR GLOBAL NET WEALTH

BRING TO YOUR LIFE?

YOU WILL FIND OUT HERE

The TWO INPUT SCREENS

 Money Flow Efficiency Index

IS YOUR MONEY SERVING YOU?

LIFE

SATISFACTION INDEX A Blueprint for Living a Purposeful Life

Additional

Requirements

& PURPOSE

of EXERCISE 

By working with your

coach to fill out and look at

the results of this material, 

you start to observe how the time

and money you spend

actually brings value

 to your life

(or gives you ideas about

what you may want to change)

By completing one additional

exercise with your coach,

you learn about your

GLOBAL NET WEALTH 

and you see how it effects your

life satisfaction index.

 

You may be surprised

at what you see.

 

  
DOLLARS NEEDED TO SUPPORT VARIOUS EXPENSE
AREAS

THE WORKING AND NON WORKING HOURS IN YOUR LIFE
 
 
Per your coach's directions, fill out 1 and 2 below.   Your coach will send you an email showing you the next step to find out your
MONEY FLOW EFFICIENCY INDEX
IF YOU DO NOT HAVE AN ID CODE, PLEASE CONTACT YOUR COACH (or develop one yourself). THE CODE KEEPS YOUR INFORMATION CONFIDENTIAL AND IS ONLY SHARED WITH YOUR COACH
 
Please fill in your answers one column at a time. After finalizing your information in the first column, hit submit.  Then use the same process for the second column. 
 
YOUR COACH *
TIME STAMP *
YOUR COACH'S PHONE # *
YOUR ID CODE *
RENT OR MORTGAGE *
REAL ESTATE TAX
HOMEOWNERS ASSOC
FOOD & DRINK
UTILITIES
TV/CABLE
ONLINE
TELEPHONE
HOME FURNISHING
HOME MAINTENANCE
GAS-PARKING-PUB TRANS
CLOTHES-PERS ITEMS
PERSONAL CARE - Hair/Nails
DRYCLEANING/Laundry
MEDICAL INSURANCE
Medical Out Of Pocket
Dental
Perscriptions
CHILD SUPPORT (also Alimony)
HELPING GROWN CHILDREN (or parents)
Babysitting
Allowances
Children/Adult Healthy Activities
PET CARE
TUITION-EDUCATION
BOOKS-Papers-Memberships
PROF SUBSC - Memberships
EATING OUT
ENTERTAINMENT
GIFTS
CHARITABLE GIVING
Tithing (giving)
TRAVEL-Vacations
REG Monthly Savings
MONTHLY TAXES
CAR PAYMENTS / Maintenance
CREDIT CARD PAYMENTS
BOAT & RV Payments
OTHER LOAN PAYMENTS
LIFE INSURANCE PREMIUMS
DISABILITY/LTC INS PREMIUMS
AUTO INS PREMIUMS
OTHER
 
See worksheet sample below this data entry box
Your LIFE SATISFACTION INDEX Worksheet will provide the next step -- your value
rating analysis...

YOUR COACH *
TIME STAMP *
YOUR COACH'S PHONE *
YOUR ID CODE *
PERSON 1 - CURRENT AGE *
PERSON 1 - AVG HRS - Sleep per night *
PERSON 1 - AVG HRS - Working for $ per week *
PERSON 1 - YEARLY Before Tax Income *
PERSON 1 - Paycheck Frequency *
PERSON 1 - Explain OTHER way of being paid