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