elevations
financial coaching
— Bonnie C
Free Monthly Budget Worksheet:
A Simple Financial Snapshot to Understand Your Money
A calm, clear starting point to help you understand your money — without overwhelm, guilt, or pressure.
See your full monthly income and expenses - all in one place
Create a clear financial snapshot - without building a full budget yet
Identify spending patterns, surprises, and “aha” moments
Reset your money mindset with gentle, judgment-free prompts
Take the first step toward budgeting, saving, and financial peace
This Worksheet Helps You
(overwhelm not included)
Get instant access to the free Monthly Budget Worksheet and take your first step towards financial clarity
Jenna Dowell is a Ramsey Solutions Master Financial Coach, Cardiac Nurse, and Founder of Elevations.
I'm a former “looks successful, secretly drowning” woman who knows exactly how overwhelming money can feel.
I’ve lived the cycle of student loans, credit cards, financed everything, and the pressure to keep up — until life forced me to face the truth. Through job loss, divorce, and starting over, I built a calm, step-by-step financial plan that helped me get out of debt, regain control, and finally breathe again.
Today, I help women do the same — without shame, guilt, or overwhelm. Here, we focus on clarity, progress, and building a life that actually feels good (yes, that still includes cute boots and great vacations).
meet Jenna
This worksheet is for you if:
You feel overwhelmed or avoid looking at your finances
You want clarity before committing to a full budget
You’re ready for a calm, intentional fresh start
You want guidance - without shame or pressure
You don’t need to have all the answers.
You don’t need to fix everything at once.
You just need a starting point.
This is a simple monthly budget worksheet designed to help you pause, take a breath, and begin again — with intention.
GET YOUR FREE
MONTHLY BUDGET WORKSHEET