“Which financial guides are most popular/requested?” I frequently hear this question. With nearly 100 different checklists, flowcharts, and reference guides, there are a lot of choices.
To give you quick access to an often-used guide, I offer the top 3 downloaded checklists, flowcharts, and summary guides, which may be useful when you least expect it.
Request your guide, flowchart or checklist using the form below.
2023 Guides
January - What Issues Should I Consider if I want to Save More?
February - What Issues Should I Consider At The Start Of The Year?
Future Months - TBD
Top 3 Requested Guides
What Issues Should I Consider When Reviewing My Estate Planning Documents? Use this checklist to guide your review on common estate planning documents, including wills, living trusts, irrevocable trusts, powers of attorney, and living wills.
Important Numbers: Stay up-to-date on the numbers that affect your finances using this Quick Reference Guide.
Master List Of Goals: Helps yous Identify and prioritize which goals are the most important to you.