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Investment Plan Worksheet

Wondering where to invest your money and how to plan for the future? I’ve created a free Investment Plan worksheet to help you consider the various ways to invest your extra income each month. Everyone’s plan will be completely different, so this planner can be a starting point for making your own ideal investment strategy and goals.

Investment Plan Worksheet

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How to use this Investment Plan

This planning worksheet is geared to help you explore different investment types – both traditional and more abstract. Investing doesn’t always have to be an investment for your retirement years. One way to invest in your future is saving up for family vacations which brings very positive family returns. Browse the sheet and take your available income and start making your own personal plan for where your excess funds will go.

Whether it’s saving to pay for college or socking away to purchase a new vehicle – this plan can give you a guide to where to place your money each month. Seeing all the options laid out will help you decide how much to put where and open up new investment plan ideas you may want to start in the future. None of the options listed are financial advice, instead they are listed to inspire thinking and a conversation with your financial planner of where to best put your money.

Investment Plan Worksheet

Get the Investment Plan Worksheet

Investment Plan – Letter Size

Investment Plan – Mini Size

You can download a free copy of this Investment Plan worksheet by clicking either of the links above depending on the size you prefer. The file will open in a new tab for you to view the PDF. You can then save or print the planner. Check out these mini-binder supplies to get started organizing your budgeting worksheets. I personally love using the mini binders as they are portable and take little space in my kitchen drawer so they are easy to access.

We have been tackling our debts with the Debt Payoff Planner free worksheet released two weeks ago. Next in the series is a free weekly calendar planner printable! Subscribe to my once a week newsletter to get updates with the latest posts.

Amy @ Ms. Toody Goo Shoes

Friday 10th of April 2015

Thanks for linking up with Best of the Weekend!

JR FrugalMom

Wednesday 1st of April 2015

This is really nice. It can be so overwhelming, but this kind of keeps investments and savings in a organized way.

Carlee C

Tuesday 31st of March 2015

It is all about the little steps. You definitely need to start somewhere in regards to financial planning, and putting it into a visual form can definitely help make it a reality.

Alena Belleque

Monday 30th of March 2015

This is a great project, great printable (thank you!), and very important to do. That said, it's hard to do any kind of financial planning when you don't pull in enough in a month for your basic needs. #sigh Makes looking at the future at all kind of hard sometimes.


Monday 30th of March 2015

I have been horrible at planning ahead with investments!! These are great worksheets for planning out!

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