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Skull and Bones Society
ABOUT
Our Team
Our Philosophy
SERVICES
Life Coaching
Wealth Coaching
Couples Coaching
Resumé Renovation
Chaplain
Wedding Officiant
Workshops & Events
Workshops
Seven Principles Workshop
Team Challenge
Intentional Goal-Setting
PREP for Couples
Freebies
SHOP
Blog
BOOK A COACHING SESSION
Folder: ABOUT
Back
Our Team
Our Philosophy
Folder: SERVICES
Back
Life Coaching
Wealth Coaching
Couples Coaching
Resumé Renovation
Chaplain
Wedding Officiant
Folder: Workshops & Events
Back
Workshops
Seven Principles Workshop
Team Challenge
Intentional Goal-Setting
PREP for Couples
Freebies
SHOP
Blog
BOOK A COACHING SESSION
SHOP Monthly Cash Flow Plan | Google Spreadsheet Download
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Monthly Cash Flow Plan | Google Spreadsheet Download

$19.00

Skip the headache and jump start your monthly budget meeting with the Monthly Cash Flow Plan. This is the same document we use and have been honing for 15 years. It is ONLY as complicated as it has to be in order to get the job done right.

Keep track of your goals, emergency fund, income, and expenses all in one place. Copy the tab each month and make a new one so you have record of your monthly cash flow over time.

Now you can tell your money where to go instead of wondering where it went!

FEATURES

  • Fully customizable so you can tailor it to your budgeting needs

  • No CPA required. This is designed to be non-intimidating. Only a few basic SUM cells (automatically adds the values of a few other cells), all of which are clearly marked in blue. As long as you don’t delete the cell, you won’t mess it up.

  • Sample tab so you can see exactly how we have completed our monthly cash flow plan in the past.

  • Pre-filled with loads of suggested line items for expenses so you don’t miss anything.

  • Instruction video explaining how to do your first Monthly Cash Flow Plan step by step >>

Add To Cart

Skip the headache and jump start your monthly budget meeting with the Monthly Cash Flow Plan. This is the same document we use and have been honing for 15 years. It is ONLY as complicated as it has to be in order to get the job done right.

Keep track of your goals, emergency fund, income, and expenses all in one place. Copy the tab each month and make a new one so you have record of your monthly cash flow over time.

Now you can tell your money where to go instead of wondering where it went!

FEATURES

  • Fully customizable so you can tailor it to your budgeting needs

  • No CPA required. This is designed to be non-intimidating. Only a few basic SUM cells (automatically adds the values of a few other cells), all of which are clearly marked in blue. As long as you don’t delete the cell, you won’t mess it up.

  • Sample tab so you can see exactly how we have completed our monthly cash flow plan in the past.

  • Pre-filled with loads of suggested line items for expenses so you don’t miss anything.

  • Instruction video explaining how to do your first Monthly Cash Flow Plan step by step >>

Skip the headache and jump start your monthly budget meeting with the Monthly Cash Flow Plan. This is the same document we use and have been honing for 15 years. It is ONLY as complicated as it has to be in order to get the job done right.

Keep track of your goals, emergency fund, income, and expenses all in one place. Copy the tab each month and make a new one so you have record of your monthly cash flow over time.

Now you can tell your money where to go instead of wondering where it went!

FEATURES

  • Fully customizable so you can tailor it to your budgeting needs

  • No CPA required. This is designed to be non-intimidating. Only a few basic SUM cells (automatically adds the values of a few other cells), all of which are clearly marked in blue. As long as you don’t delete the cell, you won’t mess it up.

  • Sample tab so you can see exactly how we have completed our monthly cash flow plan in the past.

  • Pre-filled with loads of suggested line items for expenses so you don’t miss anything.

  • Instruction video explaining how to do your first Monthly Cash Flow Plan step by step >>

FREEBIE

Kickstart your goal-setting journey from where you are today, for FREE!

Drop your email below for access to our recorded, video-guided Intentional Goal-Setting Workshop. You can complete the workshop at your own pace for free. MORE FREE STUFF HERE →

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LIVE WELL BY LIVING WITH THE END IN MIND

Life is short, and many people struggle to live lives of meaning and purpose. At Skull & Bones Society, we guide individuals, couples, and organizations on the path toward integrated wealth. We do this through work on core values, personal vision, goal-setting, and action planning to help you get the most out of life.

GET IN TOUCH >>

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MATTHEW 16:26 WE WORK IN PERSON IN VENTURA, CA AND AUSTIN, TX. WE WORK VIRTUALLY WITH CLIENTS AROUND THE WORLD.