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.

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.

Rent or Buy Worksheet

Owning a home has long been part of the quintessential American Dream. While owning a home comes with many intangible benefits that are difficult to quantify, there are financial aspects you must consider. Use this worksheet to decide whether home ownership is for you and, if so, how much you can afford.

Get A Free Financial Wellness Assessment

Take our assessment and quickly learn specific areas of your finances you should focus on to build and protect your wealth.

Peter Lazaroff, CFA, CFP® is a financial advisor, speaker, and author of the book Making Money Simple.

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