Resources

Not ready to work with a financial advisor? Check out our resources below to get started on your financial journey.

Download your FREE resources below!

Goal Planning Worksheet

It’s hard to make progress without knowing where you’re trying to go. Begin designing your future and use this worksheet as the centerpiece of your financial plan.

Cash Flow Worksheet

Figure out how much cash flow you have available to dedicate toward your goals. Take this important step now if you are ready to get your financial house in order.

Net Worth Worksheet

You may know where you want to go, but you need to understand where you are today. Take a snapshot of your financial health so that you can track progress and make better money decisions.

Rent vs. Buy Worksheet

Owning a home has long been part of the quintessential American Dream. While owning a home comes with many intangible benefits that are difficult to quantify, there are financial aspects you must consider. Use this worksheet to decide whether home ownership is for you and, if so, how much you can afford.

How to Interview a Financial Advisor Worksheet

Hiring an advisor can be the best decision you ever make – so long as you hire a good one. Following the process laid out in this resource increases your chances of avoiding a bad advisor.