Check out the “Forms” page!

As shown in our tag line, we like our readers to “Run Your Life Like a Business.”  There are some boring things in your day job such as “document templates” that you probably take for granted in your personal life, especially related to your financial life.  We believe that in order to be successful financially, an individual must be very detailed and organized in his/her life.

Here at www.mikefanelli.com, we have started a “Forms” page which provides links to certain document templates that we believe would be useful to the readers of our site.  Certain documents included on the page are as follows:

• Net Worth Statement
• Stationary
• Line of Credit Request
• Investments Tracking
• Household Monthly Budget
• Trip Planning Document
• Mortgage Amortization Schedule
• Letterhead and Envelope Template
• Event Planning Document
• Credit Card Tracking Template
• Business Card Template

This is by no means an all-inclusive list; however, we believe this is a good start for an individual or family to become more organized and to “Run Your Life Like a Business.”

I have included a few more link resources where you may find additional document templates:

• DocStoc
• SBA Personal Financial Statement
• Google Finance Templates
• Money Management Planner
• Freddie Mac Detailed Budget Worksheet
• Social Serve Monthly Budget Worksheet
• IRS Tax Forms and Instructions
• Personal Finance Forms – Lawyers.com
  - 401K Rollover Request
  - Dispute Fraudulent Bank Transaction
  - Home Inventory Worksheet
  - ID Theft Affidavit
  - Personal Fact Sheet
  - Personal Financial Statement – Single
  - Promissory Note – Due on Demand
  - Promissory Note – General
  - Promissory Note – Installment
  - Request for Monthly Statements
  - Response to IRS Notice
  - Response to IRS Penalty
  - Stop Payment on Check

  Credit Forms

  - Bad Check Notice
  - Credit – Challenge to a Denial of Credit
  - Credit – Request Positive Report
  - Credit Card – Dispute Fraudulent Credit Card Transaction
  - Credit Card – Refusal of Terms
  - Credit Card – Refuse Charge
  - Credit Card – Inquiry
  - Credit Card – Lost or Stolen
  - Credit Report Challenge
  - Credit Report Request
  - Demand for Money Owed
  - Request to Cancel Credit Card
  - Response to Payment Request

  Small Claims Worksheet

  - Small Claims Worksheet

  Related Resources on Lawyers.com^sm