Complete the two steps below to get your Personal Money Overview results. Your entries aren't saved so make sure you grab the PDF copy of your results to print out or keep safe.
Step 1: Which phases of money generation are you in? (tick all that apply)
Step 2: Add a quick run down of where you are and what you'd like to see in 12 months
| Area | Current Position | 1 Year Target | The Effect |
|---|---|---|---|
| Monthly Income (after tax) | £ | £ | £1,000 |
| Monthly Expenses | £ | £ | £1,700 |
| Debt | £ | £ | £-5,000 |
| Savings | £ | £ | £9,800 |
| Home Value | £ | £ | £30,000 |
| Mortgage | £ | £ | £-20,000 |
| Investments | £ | £ | £0 |
| Assets | £ | £ | £0 |
£ | £ | £0 |
Cashflow
Current
£2,000
Target
£1,300
Effect
£-700
Net Worth
Current
£5,200
Target
£70,000
Effect
£64,800
Your insights
This is an extra £12k a year. Try not to let your expenses chew this all up. (Remember your gross income needs to be more to achieve this)
So you should have £1,300 spare each month in your pocket to grow
Remember if some of this is credit card based, then you would need to be paying more than £417 in total per month to get this down
You just need to set aside £817 every month. (Did you know, your current savings would last you 0 months if you stopped working)
Renovations might push this up if you can swing it
This is always a tough one, but there are ways to beat your target if you overpay just a little each month.
When these start giving you more than £3,840 per month, is when you are officially on cruise control, and you've bought back your time
Save your Personal Money Overview as a PDF to keep and print.
To go through these results you can request a talk through session — a light hearted short conversation where you can ask questions and make plans.
Book a Talk-Through SessionA free weekly 1-minute money tip, straight to your inbox every Monday for 52 weeks. Small steps, big changes.
www.evolusol.org
| Area | Current Position | 1 Year Target | The Effect |
|---|---|---|---|
| Monthly Income (after tax) | £3,500 | £4,500 | £1,000 |
| Monthly Expenses | £1,500 | £3,200 | £1,700 |
| Debt | £25,000 | £20,000 | £-5,000 |
| Savings | £200 | £10,000 | £9,800 |
| Home Value | £150,000 | £180,000 | £30,000 |
| Mortgage | £120,000 | £100,000 | £-20,000 |
| Investments | £0 | £0 | £0 |
| Assets | £0 | £0 | £0 |
| Other | £0 | £0 | £0 |
Cashflow
Current
£2,000
Target
£1,300
Effect
£-700
Net Worth
Current
£5,200
Target
£70,000
Effect
£64,800
Your Insights
This is an extra £12k a year. Try not to let your expenses chew this all up. (Remember your gross income needs to be more to achieve this)
So you should have £1,300 spare each month in your pocket to grow
Remember if some of this is credit card based, then you would need to be paying more than £417 in total per month to get this down
You just need to set aside £817 every month. (Did you know, your current savings would last you 0 months if you stopped working)
Renovations might push this up if you can swing it
This is always a tough one, but there are ways to beat your target if you overpay just a little each month.
When these start giving you more than £3,840 per month, is when you are officially on cruise control, and you've bought back your time
Talk Through Your Results
To go through these results you can request a talk through session — a light hearted short conversation where you can ask questions and make plans.
Book at calendly.com/evolusol/touchbase