Resources
Everything you need to get your financial house in order in just one click.
You need a system to keep you organized and on the track. These worksheets will give you the direction you need.
Best of all, you can complete each worksheet in less than 30 minutes and reap the benefits for decades into the future.
Resources
Everything you need to get your financial house in order in just one click.
You need a system to keep you organized and on the track. These worksheets will give you the direction you need.
Best of all, you can complete each worksheet in less than 30 minutes and reap the benefits for decades into the future.
How I Invest
Get a detailed behind the scenes tour of how I manage my assets, portfolio structure, and deploy extra cash.
This is not investment advice. Consult your financial professional.
Goal Planning Worksheet
It’s hard to make progress without knowing where you’re trying to go. Start designing your future and use this worksheet as the centerpiece of your financial plan.
Net Worth Worksheet
You may know where you want to go, but you need to understand where you are today. Take a snapshot of your financial health so that you can track progress and make better money decisions.
Cash Flow Worksheet
Figure out how much cash flow you have available to dedicate toward your goals. Take this important step now if you are ready to get your financial house in order.
How to Interview a Financial Advisor Worksheet
Hiring an advisor can be the best decision you ever make – so long as you hire a good one. Following the process laid out in this resource increases your chances of avoiding a bad advisor.
Get A Free Financial Wellness Assessment
Take our assessment to learn areas of your finances to improve and how to protect your wealth.
Peter Lazaroff, CFA, CFP® is Plancorp’s Chief Investment Officer, a financial advisor, speaker, and author of the book Making Money Simple.
