Money & Budgeting

Wealth planning is essential to the success of your business. We have tools and advice for setting up a budget, organizing your finances, and even preparing for retirement. Build a healthy relationship with your money and learn how to make it work for you.

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Agent GCI and Activity

Use this Excel spreadsheet to record your activity. Automatically graphs!

An Accountant in your Corner

Every March we hear from agents who are freaked out about tax time. The one thing agents need to know about tax time is that it's a great opportunity to reevaluate and start fresh. Learn about the opportunities available to you at this time of year.

Business Personal Income Chart

This worksheet doesn't include the monthly detail that say, Denise's Money In Money Out sheet does, but if you want to track where you have been and where you want to go, this worksheet will do just that. And it includes automated graphs to boot!

Club Call - April 2012 - Money Relationships

Do you have power over your money... or does your money have power over you?  Our relationship with money is something we don't often look at - and we should!  This call will help you take a look at this important dynamic in your life.

Club Call - April 2013 - Tax Day Hangover

Having a healthy relationship with your money is critical to a sustainable business. If you've been wondering how to find the right kind of accountant, what role a financial planner completes in your business, how to save money without succumbing to bad habits, or what to keep in mind as you consider your retirement strategy, then join us as Denise covers a variety of important topics surrounding money and your real estate business.

Club Call - March 2019 - Taxes Taxes Taxes

Although this isn’t a super-fun topic, if tax time has you stressed, this is a great time to make a resolution to do things a little differently next year.

Denise's Money In Money Out worksheet

Tracking your money doesn't have to be boring! In this new and improved Money In Money Out sheet, you have the ability to set budgets for a variety of expense items. When you are overbudget the worksheet will automatically see that and indicate that you are overbudget. You can also track your income, and see where you truly wind up at the end of the month. You can create a new document for every month, or create one sheet per year and navigate through your months through tabs at the bottom.

Developing Financial Awareness

Building financial awareness is a critical part of understanding your real estate business, measuring progress and meeting your goals. Join Denise for a discussion covering budgets, net worth, and the future value calculator.

Five Ways to Put the Future Value Calculator to Work for You

You might have heard about the Future Value Calculator, but have you thought about how you can use it in your business with clients? From working with on-the-fence buyers to running move-up buyer scenarios, the Future Value Calculator can become the go-to tool in your real estate toolbox. Join Shauna Naf, Calculator Creator as she shares her ideas and know-how with you.

How Much Should I Spend On My Marketing?

This is perhaps the most important question a real estate agent - or any business owner, for that matter - could possibly ask. Its significance stems from the fact that your marketing is the engine that drives your business. Without a power source to propel it onwards, your business will stall out and eventually stop completely.

How to Take Control of Your Money So That Tax Time Isn't a Struggle Anymore

Does tax time make you nervous? Your not alone. Many people stress-out at the thought of filing their taxes. And as an real estate agent, there might be additional concerns beyond the standard 1040EZ since you may also be operating as a business owner. It doesn't have to be that way. Learn how to take care of your money and escape the hand-wringing stress of tax time.

Lessons Learned From Tax Season

If you're like most real estate agents, then you find it difficult to track the finite details of your business - your money, the results of your advertising, client retention, days on market numbers, list-to-sale price ratios. The list is truly endless. But, just like filing your income taxes, tracking is an essential task. Have you learned your lesson from last tax season?

Making Friends with the Money Monster

In this webinar we will be discussing how to take control of your financial affairs, net worth, the importance of a budget and money management tips for the real estate agent. We will also address the emotional side of money and how to overcome past financial failures. This is a great webinar for agents who want to understand the core elements of setting yourself up for financial success and the rules of mastering money!

Net Worth Analysis

Hate working with a budget? Try our Net Worth Analysis instead!

Net Worth Chart

What is your current net worth? You may be surprised!

You've Got To Spend Money To Make Money

If there's one thing I'm sure about when it comes to real estate agents, it's that we're a frugal lot. We don't like to spend money on anything. Part of this comes from a consumer culture that tells us to "Save... invest... then save some more."

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