HELPFUL FORMS AND RESOURSES TO SIMPLIFY YOUR LIFE
We love sharing good ideas that help keep you on track with your financial future. Below are a variety of helpful forms and resources, check sheets and information guiding you on your financial journey. If you need any assistance or need to speak to a financial adviser, we’re only a phone call or email away.
Cash Management
A simple way to list all of your income and expenses
Plan B worksheet
Important details and information you need to know if I’m not here
Risk profile Investments
Find out your appetite to risk with your investments
Financial health check
Finding out the state of your financial health and see if you need to make any tweaks
Take our spending quiz
Find out what type of spender you are
Easily audit your spending
Where you could make some savings
Financial goal examples
Examples of what some goals could be
Financial goals worksheet
List short, medium and long term goals
My wishes if I pass away document
Let your loved ones know about your funeral wishes
Elimination of debt example
This is one option to consider on how to get rid of your debt
Elimination of debt worksheet
A worksheet to complete and help eliminate debt you have
Ultimate goal chart for kids
Get your kids onboard with goals and savings – helps their financial literacy
