Financial Plan Self Evaluation
This worksheet will walk you through several things:
- Your feelings about working with a financial professional.
- The Planning Components we use to define the services we offer.
- Life Roles, including the life you have and the life you want.
This is a simple first step in understanding where you are now financially and where you want to be.
Build Your Own Personal Financial Organizer
Staying organized is a big part of successful financial planning; not only do YOU need to know where everything is, your loved ones should as well in case of emergency. Your financial advisor also keeps a record of your necessary documents, but it's important to have things accessible. That's why we've created the worksheets below so you can put together your own custom organizer.
Life Insurance Basics
Are you wondering what your life insurance options are? Our simple breakdown of life insurance possibilities in the download below will give you the information you need to make an informed decision.
Long Term Care Basics
Long term care insurance is something you might consider implementing sooner rather than later. Our simple downloadable worksheet will help you move forward with the next step.
Investment Basics
Who will own, control, and benefit from the invested funds and when? What tax strategies should you consider? Do you have a clear understanding of your risk tolerance? We're addressing these issues and more in the downloadable worksheet below.
Credit Basics
When you apply for a loan or for a line of credit, your creditworthiness must be evaluated. The primary way that creditworthiness is quantified and expressed is via credit score. Here's how your credit is evaluated.
Debt Basics
Understand the different types of debt and the ways in which debt is categorized. Also learn the dynamics of payment calculations.
Meaningful Budgeting
We recognize the importance of budgeting, but we also recognize that
chances are good that no two people will spend their money in the same
way—and that’s the way it should be. In order to marry those two ideas,
we came up with a unique and personal approach to budgeting that
begins with what is most important to you.
Understanding Your Goals
It is literally impossible to determine the direction in which you should head, unless you know two things: where you are and where you want to go. So, where are you? You’re in your current life, so to speak. Where are you trying to get to? The life you want. This downloadable worksheet will help you determine long and short-term goals so you have better success in reaching them.