Know Your Numbers Monthly Check-In
In an effort to help you build habits that will support your financial journey, I would like for you to complete this form by the 1st of each month. The purpose of this form is to increase your financial awareness and to notice the thoughts that come to mind as you review your numbers. The goal is to build wealth with cariño not shame/judgment. If you have any questions or concerns, please contact Soledad via Voxer. 
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What self-care activities do you commit to in order to ensure you get the 7 Types of Rest on a regular basis?  *
How often have you been engaging in self-care? *
Why have you been able to engage in self-care at that frequency?  *
Have you been creating a spending plan for all money that comes your way? *
How much is your checking account buffer?  *
Have you been able to maintain your checking account buffer? Why or why not? *
Does your savings account currently have at least 2.1% APR?  *
How much are your monthly expenses? Sign-on to the eMoney platform and see how much you spent in the past 30 days. Do not include savings & investments.  *
How many times in the past 30 days have you been logging into eMoney to review your spending transactions to ensure that they have been properly categorized?  *
How many months of monthly expenses do you have in a high-yield savings account? *
What are your current sinking funds? What goal do you have for each sinking fund? Enter in this format: Goal_Sinking Fund Title_Current Amount Saved.  For example: $2k_Car Sinking Fund_$400 *
Select all forms of debt you currently have *
Required
Describe your outstanding loan debt in this format. $Debt Amount_Type of Debt_Projected Debt Pay off Date. For example: $453,278_Student Loan Debt_May 2027 *
What are you currently using to monitor your credit score?  *
What is your current credit score? *
How much did you invest in the past 30 days towards retirement? (You may need to check your paystub to see contributions made to an employer retirement account)  *
Which of the following do you currently own?  *
Required
What are your investment goals? Enter in this format- $Goal_Investment Account Name_$ contributed. For example $3k_Roth IRA_$1,587 *
What thoughts and feelings came up as you completed this form? Remember to Voxer Soledad if you need support.  *
A copy of your responses will be emailed to the address you provided.
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