FORMS - HELPFUL RESOURSES TO SIMPLFIY YOUR LIFE
We love sharing good ideas that help keep you on track with your financial future
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
