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Cash Management Form

A simple way to list all of your income and expenses

Plan B worksheet

What you need to know if I’m not here

Risk profile Investments

Find out your appetite to risk with your investments

Financial health check

Find out your score on the state of your financial health

What sort of spender are you quiz?

A quick quiz to find out what areas you may need to tweak

How to audit your spending

Where you could make some tweaks in your spending

Financial goals examples

Some helpful examples of what your goals might be

Financial goals worksheet

List your short, medium and long term goals

My wishes when I pass away

A way to let your loved ones about your funeral wishes

Elimation of debt example

This is one option on how to get rid of your debt

Elimination of debt worksheet

Complete your own worksheet to get rid of debt

Ultimate goal chart

Get your kids onboard to have goals and learn to save