Full Suite of Worksheets and Checklists

*Get the full suite of planning forms. Budget sheets, insurance coverage, income sources, the debt snowball and more..! Download your FREE checklists and worksheets today.

When you take your car in to make sure it's running right, what do the machanics give you? A 25 point inspection. The same needs to be done with your finances. This checklist will outline the key areas you need to focus on to have a successful financial life.

So you've made the decision to talk to someone about your finances, but what questions do you ask? You need to understand how advisors get paid, after all you're hiring them. Are they working in your best interest, or just selling you something?

Retirement is so close you can smell it! Make sure you have everything lined up and ready to go before you're last day in office.

*These forms are used with permission from the Dave Ramsey group and Lampo Licensing, LLC. 

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