Summer Planning

Build Your Summer Financial Plan

People with Plans are 10x more likely to be successful.

Steps: Fill in each field for your total expected income, fixed, and flex expenses for the entire Summer, using the dates that best represent your Summer and stay consistent with those dates through the exercise. Fill in every field, even if it’s a “0” and you’re encouraged to use rounded estimates. If you get an error, it’s likely because you left something blank. Review your Plan Summary at the end of the sheet to determine if your plan will work or if any changes are needed. Make these changes to bring your plan into balance and write a brief reflection. Once you submit this form, you’ll have the option to download your responses as a PDF.

About you

Name

First

Last

Take a moment to reflect on how you felt about your finances last summer. Be as specific as you can to name the feelings and any context or events that may have influenced them.

How would you like this summer to be different?

Income this Summer

Checking balance at the start of Summer plus any additional income expected to come in during the Summer

1. What’s do you think your checking balance will be at the start of your Summer break? *

The amount you have available to use at the start of Summer.

2. What’s the total you expect to receive from all other income sources during your Summer? *

Income Total

Fixed Expenses this Summer

Bills + Obligations

3. Total savings contributions this Summer? *

4. Total donations this Summer? *

5. Total spending on insurance this Summer? *

6. Total spending on memberships/subscriptions this Summer? *

7. Total spending on housing this Summer? *

8a. Total spending on credit card minimums this Summer? *

8b. Total spending on medical/healthcare payments this Summer? *

Electric, gas, water, trash, wifi, phone, etc

8c. Total spending on loan payments this Summer? *

8d. Total spending on vehicle payments this Summer? *

9. Total spending on utilities this Summer? *

10. Any other fixed expenses this Summer? *

Fixed Expenses Total

Flex Expenses this Summer

Daily decisions and one-time expenses

11. Total spending on basics this Summer? *

Clothing/Shoes • Grooming • Household supplies • Personal supplies

12. Total cash withdrawals this Summer? *

13. Total spending on other car expenses this Summer? *

Car repairs • Car maintenance • Gas • Rideshare • Tolls + parking • Car washes

14. Total spending on food and drink this Summer? *

15. Total spending on groceries from this Summer? *

16. Total spending on lifestyle expenses this Summer? *

17. Total spending on rideshares this Summer? *

18. Any other flex expenses this Summer? *

Flex Expenses Total

Plan Summary

Income Total

Fixed Expenses Total

Flex Expenses Total

Total Balance

Does your Plan work? What changes will make it stronger?

If you are human, leave this field blank.