Tools
Use these resources to organize and control your finances.
In an emergency, you will need to grab important information quickly. To make your own editable, printable Emergency Binder, navigate to the Google document, select “File”, and then select “Make a Copy”. Read the accompanying blog HERE
Estimate how much life insurance you might need. Confirm it with an insurance pro, too! Navigate to the Google document, select “File”, and then select “Make a Copy” to use a customizable Excel based calculator. Read the accompanying blog HERE
This worksheet will help you answer the big bland question of, “So, tell me what your goals are?” Read this goal setting article and print the worksheet to get started.
Start Building Your Knowledge TODAY
Download My Financial Planning Checklist and Receive Weekly Tips on Controlling Your Life & Wealth
