• Home
  • About Me
  • Facing Financial Uncertainty
    • Making Ends Meet
    • Managing Debt
    • Create A Plan To Communicate with Your Creditors
    • Communicate With Your Creditors
    • Plan Your Spending
  • Financial Assessment
    • Assessing the Financial Costs of Using
    • Maintain Organized Financial Records
    • Manage Cash Flow and Build Net Worth
    • What Are My Life Needs?
    • Identify My Life Needs
    • Plan Your Spending
    • Use Credit Wisely
    • Maintain Adequate Insurance Coverage
    • Manage Savings and Investments Wisely
    • Criteria for Selecting Savings and Investments
    • Types of Savings and Investments
    • Maintain Your Pre-Retirement Lifestyle During Retirement
    • Pay Necessary Taxes But No More
    • Create and Maintain A Current Estate Plan
    • Own a Business – Practice Management Assessment
  • Financial Worksheets
    • Cost of Substance Use For One Year Inventory
    • My Life Needs
    • Cash Flow Inventory
    • Net Worth Inventory
    • Sources of Income Inventory
    • Spending Tracker Inventory
    • Types of Expenses
    • How Does My Spending Compare?
    • How Much Do I Owe – Debt Inventory
    • Insurance Inventory
    • Savings and Investment Inventory
    • Location of Important Records
    • Personal and Family Information
    • Professional and Personal Advisers
  • Moving Beyond Losses
    • My Life! Create-Fund- Enjoy
    • Use Family Genogram to Observe Family Functioning Patterns
    • The Decades of My LIfe And How They Have Shaped How I Do What I Do
    • How We Form What We Do
    • Subsystems of the Non-Physical Self
    • What Was My Part?
    • Use My Creative Capacity to Find My Way Through Any Difficulty
    • At Peace or Disturbed
    • Forming How We Meet Our Life Needs
    • Choices and Consequences
    • Not satisfied – what next?
  • About Addiction

Impact of Addiction on Family and Finances

Consciously Form What We Do To Create Positive Financial Outcomes

  • Home
  • About Me
  • Facing Financial Uncertainty
    • Making Ends Meet
    • Managing Debt
    • Create A Plan To Communicate with Your Creditors
    • Communicate With Your Creditors
    • Plan Your Spending
  • Financial Assessment
    • Assessing the Financial Costs of Using
    • Maintain Organized Financial Records
    • Manage Cash Flow and Build Net Worth
    • What Are My Life Needs?
    • Identify My Life Needs
    • Plan Your Spending
    • Use Credit Wisely
    • Maintain Adequate Insurance Coverage
    • Manage Savings and Investments Wisely
    • Criteria for Selecting Savings and Investments
    • Types of Savings and Investments
    • Maintain Your Pre-Retirement Lifestyle During Retirement
    • Pay Necessary Taxes But No More
    • Create and Maintain A Current Estate Plan
    • Own a Business – Practice Management Assessment
  • Financial Worksheets
    • Cost of Substance Use For One Year Inventory
    • My Life Needs
    • Cash Flow Inventory
    • Net Worth Inventory
    • Sources of Income Inventory
    • Spending Tracker Inventory
    • Types of Expenses
    • How Does My Spending Compare?
    • How Much Do I Owe – Debt Inventory
    • Insurance Inventory
    • Savings and Investment Inventory
    • Location of Important Records
    • Personal and Family Information
    • Professional and Personal Advisers
  • Moving Beyond Losses
    • My Life! Create-Fund- Enjoy
    • Use Family Genogram to Observe Family Functioning Patterns
    • The Decades of My LIfe And How They Have Shaped How I Do What I Do
    • How We Form What We Do
    • Subsystems of the Non-Physical Self
    • What Was My Part?
    • Use My Creative Capacity to Find My Way Through Any Difficulty
    • At Peace or Disturbed
    • Forming How We Meet Our Life Needs
    • Choices and Consequences
    • Not satisfied – what next?
  • About Addiction

Financial Worksheets

Financial Worksheets are tools we use to take a snapshot and look at what we are doing with our money.

The Financial Worksheet section of the website provides a link to financial spreadsheets that we can use to complete a financial inventory and gather information about our financial situation as it is today.

The financial worksheets can be used to:

*look at what we have done with our money in the past,

*observe what we are doing with our money today, and

*make decisions about what we will do with our money in the future.

We will use the following worksheets to inventory of our finances.

  1. Cost of substance use for one year
  2. Financial Records
  3. Cash flow 
  4. Net worth 
  5. Sources of income
  6. Spending tracker
  7. Types of expenses – Daily, major, seasonal
  8. How much do I owe? – Debt inventory
  9. Insurance inventory
  10. Savings, investment, and retirement inventory

Each worksheet section has a link to the worksheet.  Click on the link to open the worksheet.  The worksheets are created in Excel, Word, or PowerPoint so you can use the worksheet to add or delete your personal information.

As you work through the financial worksheets, identify financial goals you would like to work toward.  Use the My Life Goals Worksheet to list your goals and identify how much money you will need to meet each of your goals.

 

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About Esther

Esther Maddux

Hi! I’m Esther – Resource Management Consultant.  Join me in discussing family and financial issues related to substance abuse and addiction.

 

Esther Maddux Counseling Services

emaddux@addictionfamilyfinance.com
Hours - Please email to schedule an individual appointment
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