Skip to content
The MAGIC Method
Case Studies
Buy Beth’s Book
Request A Consultation
The MAGIC Method
Case Studies
Buy Beth’s Book
Request A Consultation
Lifestyle Cash Flow Worksheet
Home
Lifestyle Cash Flow Worksheet
Total Annual Living Expenses
$
Home
Mortgage/Rent
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Home Maintenance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Home Supplies
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Household Services
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Furniture/Décor
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Property Tax
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Other
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Home Expenses
$
Bills and Utilities
Gas & Electric
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Garbage & Recycling
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Internet, Cable & Phone
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Mobile Phones
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Sewer
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Water
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Other
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Bills & Utilities
$
Insurance
Auto Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Disability Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Health Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Homeowners Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Life Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
LTC Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Umbrella Insurance
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Insurance Expenses
$
Auto and Transport
Auto Registration
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Auto Service
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Gas & Fuel
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Public Transport
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Auto Payment
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Other
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Auto & Transport Expenses
$
Kids
Childcare
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Kids’ Clothing
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Toys
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Other
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Kids Expenses
$
Pets
Pet Food
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Pet Grooming
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Pet Supplies
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Veterinary
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Pet Expenses
$
Food and Dining
Groceries
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Restaurants
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Fast Food/Coffee Shops
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Alcohol & Bars
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Food & Dining Expenses
$
Entertainment
Concerts & Events
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Movies, DVDs & Music
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Entertainment Expenses
$
Health & Fitness
Gym/Health Club
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Medical-Doctor
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Medical-Dentist
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Medical-Pharmacy
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Other
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Health & Fitness Expenses
$
Personal Care
Toiletries/Cosmetics
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Hair & Nails
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Spa & Massage
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Personal Care Expenses
$
Shopping
Books
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Clothing
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Electronics/Software
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Sports & Hobbies
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Misc. Merchandise
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Shopping Expenses
$
Travel & Vacation
Air Travel
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Lodging
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Travel Food/Dining
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Travel Entertainment
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Travel & Vacation Expenses
$
Gifts & Charity
Gifts
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Charitable Giving
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Gifts & Charity Expenses
$
Services and Fees
CPA
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Financial Planner
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Attorney
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Annual Fees & Charges
Frequency
Monthly
Annual
Value
USD
Total Annual
$
Total Annual
$
Total Annual Services & Fees Expenses
$
Send Message
FIND COLLEGES AT OR BELOW THIS COST
We'll determine where you are and how to create MAGIC for your family.
State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Request A Conversation
