Financial Contract Template

Every family needs to have a Financial Plan!

This FREE TEMPLATE will help create a basic plan that all individuals need to have!

What is your personal goal with your finances?

What accounts do you have? Is your partner aware of all of your accounts?

What are the intended goals of each of your accounts?

How are you saving for retirement? How much do you need and when?

What other savings goals are you working towards?

How will you respond to a windfall?

Make this a fun family opportunity to plan how you will build and spend your hard earned cash!

Print it out and sign as extra accountability!