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Budget Worksheet

California Wealth Advisors

You can also click here to download the PDF and enter your information manually.
Then, send your filled PDF to

This four-step process helps you figure out where all of your income comes from and where it’s going! Fill out this form to give us, and yourself, a better understanding of how you use your money to fund your lifestyle!

Step 1: Personal Information

This is where you’ll let us know who we’re working with! We pride ourselves in our ability to provide custom service tailored to you and your needs, so we’d love to get as much information about you as we can. Please share your name, phone number and email address so that we can stay in touch with you.

Step 2: Income

This is where you’ll enter the total amount of money you receive from each of your income streams! From your salary to your bonuses to your investments, this will be the amount you’ll use to fuel your dreams and construct your future!

Step 3. Expenses

This is where you’ll enter the total amount of money you spend on your different lifestyle expenses. From your mortgage or rent to your food to your hobbies and entertainment, this will give us a better idea of how you allocate your current funds.

Step 4: Results

Your final income and expense report has been generated! Please click “Submit” to send your results to California Wealth Advisors and help us better understand your priorities and circumstances as we construct your holistic financial plan.

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Meet Our Team


Wealth Management

  • Tax Attorney
  • CPA
  • Estate Planning Attorney
  • Business Broker
  • Actuarial for Defined Benefit Plan
  • Banker
  • Real Estate Agent
  • Divorce Attorney

These Professionals
Provide the Following

  • Trusts/Wills
  • Probate
  • Tax Planning
  • Charitable Giving
  • Estate Planning
  • IRA Legacy Planning

Wealth Management Process

Our Mission

Our mission is to offer products and services to investment clientele using the highest standards of ethics. The California Wealth Advisors team continually educates themselves as they work to assist clients in accumulating, preserving, and passing on their wealth.

Investing involves risk and is subject to market fluctuations and market loss. Past performance is not indicative of future results.

Frequently Asked Questions

Q: Is there a minimum amount of money required to become a client?

A: There are no minimum requirements to become a client, regardless of income or wealth. We will work hard to find the investments that are the best fit for you.

Q: What are the costs to attend a financial seminar?

A: Our workshops and seminars are a free, no-obligation educational service provided for the community and our clients. They are also a great way for us to meet people in and around the community.

Q: What happens at a financial consultation?

A: Kelley will sit down with you and discuss your current financial situation and goals. Based upon this information, she and her team will advise you on the many options available to someone with your financial goals and status.

Q: Why should I choose California Wealth Advisors instead of another firm?

A: California Wealth Advisors is a small, independent firm. We pride ourselves on being able to offer our clients more of the attention they deserve as investors. Because we are independent, and not committed to any particular program, we are able to provide an extensive variety of investment platforms.

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