FORMS - HELPFUL RESOURSES TO SIMPLIFY YOUR LIFE

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Cash Management

A simple way to list all of your income and expenses

Plan B worksheet

Important details 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 about your financial health

Take our spending quiz

Find out what type of spender you are

Easily audit your spending

Where you could make some savings

Financial goals examples

Examples of what some goals could be

Financial goals worksheet

List short, medium and long term goals

My wishes if I pass away

Let your loved ones know about your funeral wishes

Elimation of debt example

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

Elimination of debt

A worksheet to complete and help eliminate debt

Ultimate goal chart

Get your kids onboard with goals and savings