icon SYNERGY MAP
icon12 MONTH SCORE icon
Level & Element Organize week 1 Yes=1, No=0 Calculate week 2 Yes=1, No=0 Understand week 3 Completed Synergy week 4 Yes=1, No=0 SCORE Seeker - Steward - Achiever - Pro! - Medal medal medal medal medal
Family / Income 4 medal
Taxes 1 medal
Real Estate & Mortgage 2 medal
Credit 3 medal
Assets 3 medal
Vehicles 3
Home Ins. 3
Life & DI 3
Health 3
Decisions 3
Dash 3
Synergy 3
Average Scores 1.0 0.6 0.6 0.4 2.6 medal
iconSAVINGS GOAL IS:148,199 icon
Lump Sum Saved $ Saved/Month Years ROI% $ Saved Priority
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
Per Month
16 390 Per Month 148,199
6030 WEEKLY SYNERGY PLANThis Action Plan is Changes Monthly (Based on each monthly TAB).
Work on this month's TAB,
Complete each week in order: 4 Weeks/Month. One week at a time. Check all boxes that apply.
COMMIT TO WEEKLY 6030 (60 Minutes Every 30 Days - just 15 Min./Week). Be honest with yourself and focus on areas needing growth.
Week 1:MONEY MATH is my FINANCIAL FUTURE / money
I Understand my MONEY MATH and know that Better Money Math leads to a BETTER FINANCIAL FUTURE!
I watched at least one, new Tutorial on this month's topic I am getting the best value for the entries into this month's MD page.
this month's Money Decoder Page is Updated to Perfection (every cell) On my SYNERGY tab (left side) I completedall my scores for last month.
I've sought-out understanding for EVERYTHING on this MD page SYNERGY tab (Right) - I have entered goal or achieved savings for this month's topic.
I understand all inputs on this month's MD Page SYNERGY tab (Right) - I entered a priority level for improving this topic (1 = high, 5 = low)
I understand all calculations on this month's page 0 Enter EXPENDITURE MANAGEMENT score in ROW: Fam / Inc, Col: MONEY MANAGEMENT
I have shopped for ways to enhance this MD page in the last 11 months. Check all boxes that apply. Make changes you can achieve this year.
Week 2:MONEY MATH is my FINANCIAL FUTURE / SUCCESS HABITS
Money & Work Habits: GOAL SETTING & TAX PREP. A Healthy Money Mentality increase FINANCIAL HORSE POWER
For TAX DOCS coming THIS MONTH, I have folder(s) ready. Spiritual/Mental/Emotional (If not, set a date to set goals)
I UNDERSTAND that MY MONEY MENTALITY IS my FINANCIAL ENGINE! Relational (If not, set a date to set goals)
I RESPECT that MONEY MANAGEMENT IS my FINANCIAL FOUNDATION! Physical (If not, set a date to set goals)
I KNOW that ORGANIZATION & UNDERSTANDING determine FINANCIAL EFFICIENCY! Career/Educational/Financial (If not, set a date to set goals)
I ACKNOWLEDGE that MONEY MATH is my FINANCIAL FUTURE! 0 Enter EXPENDITURE MANAGEMENT score in ROW: Fam / Inc, Col: MONEY MANAGEMENT
I have clear, definable & achievable goals this year for; Check all boxes that apply. Make changes you can achieve this year.
Week 3:MONEY MANAGEMENT:Money Management is my FINANCIAL FOUNDATION DECISIONS
Money & Work Habits: "ACCOUNT & SAY NO" if you want to GROW! Discipline & Consistency is the MATERIAL of my FOUNDATION.
I know exactly what I spent last month: "DECISIONS: Accounts Review COMPLETED" I applied last month's Surplus to long term investments (Age 60+)
I have prioritized what I want & need to buy: "BUY-O-METER" reviewed & updated. I have a surplus ready for annual items: repairs, holidays, taxes, etc
I have an Automated bill paying system: "$ MANAGER: updated" I have a surplus ready for unexpected items: health, job loss, etc..
I did not stray from my spending plan last month My "Retirement" Targets "5 Inv"exceed projected spending.
I have ZERO Consumer Debt (or less debt than the previous month) 0 Enter EXPENDITURE MANAGEMENT score in ROW: Fam / Inc, Col: MONEY MANAGEMENT
I had a Net Surplus in last month's spending Check all boxes that apply. Make changes you can achieve this year.
Week 4:ORGANIZATION, UNDERSTANDING MONEY KNOWLEDGE is FINANCIAL EFFICIENCY-DOC VAULT/ REVIEW
SPEED & EFFICIENCY "ACCOUNT & SAY NO" Determine Distance. Managing and Understanding Documents ELIMINATES WASTE.
Logged into to Doc Vault (or other doc system I use) Docs for vacations, etc..
Scrolled to this month's tab Docs for hobbies, etc.. are uploaded & updated
K-12 Education Documents are uploaded & updated My will(s) &/or Trusts are uploaded & updated
My resume & certificates are uploaded & updated Any other personal/family docs are uploaded & updated
My secondary schools., certificates & degrees are uploaded & updated 0 This Month's ORGANIZE & UNDERSTAND / DOC Management score.
Docs for my family's sports, clubs, etc. are uploaded & updated Enter Score above in ROW: Family / Income, Column: ORGANIZE / UNDERSTAND