Use our home financial plan budget worksheet, and start by writing a list of expenses, such as:
  • Mortgage
  • Taxes
  • Home insurance, including liability
  • Repairs and maintenance, such as new furnace, roof, painting
  • Voluntary upgrades, such as a swimming pool, a premium range, a new powder room
What will you learn from this home financial plan weekend exercise?
  • How much you have to spend
  • How much you need to allot in the short- and long-term for necessary maintenance and voluntary improvements
With this newfound grip on your home's expenses, you can create a home financial plan that'll help you there for years with maximum enjoyment and minimum anxiety.