Fillable Financial Planning Worksheet

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Financial Planning Worksheet

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BUSINESS PROFITS AND LOSS
Month:
Income
Gross Commissions
Referral Fees
Other
TOTAL INCOME
Expenses
Salaries/Payroll
Auto Expenses
Commission Splits and/or Desk Fees
Rent
Oce Expenses
Cell Phones
Taxes
Marketing/Advertising
Entertainment
Other
TOTAL EXPENSES
Net Income
(Total Income - Total Expenses)
Gross Sales Volume
(Gross Commission / Rate of Commission)
©2020 Buni & Company. All rights reserved.
Set Aside Money for Your Taxes First!
After receiving each commission check, the first step is to set aside your taxes and
divide the remaining into your personal and business accounts. A good rule of thumb is to establish a certain
percentage for each account and consistently transfer the same amount per commission check. (For example, 20% for
taxes, 50% for your personal account and 30% for your business account.) After you have divided your commission
check you can work on separating your expenses!
As a real estate agent, the most important rule to managing your money is
to separate your taxes first before paying personal and business expenses.
This will prevent you from running o the financial rails! Use these tables
below to separate and categorize your personal and business expenses so
you can be on your way to becoming a financial wizard!
Financial Planning Worksheet
for Real Estate Agents
Feeling Overwhelmed By Finances?
In The Pathway to Mastery® —Advanced course, you will get the most eective cash flow management system
to not only survive in the real estate business but thrive! As a bonus you’ll receive complementary access to the
Commission Check Calculator within Referral Maker® CRM so you will know exactly how much money to put in
each account. Learn more at buniandcompany.com/Advanced
HOME EXPENSES PRIORITIZED: ABC
A B C
FIXED EXPENSES that must be paid,
cannot change right now.
IRREGULAR EXPENSES you can do
something about if necessary.
DISCRETIONARY SPENDING that
make up your wants.
Examples: Mortgage/rent, auto
insurance, utilities …
Examples: Phone bill, groceries,
household maintenance …
Examples: Gifts, recreation, dinners
out …
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Financial Planning Worksheet

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Completed 6 December 2021

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