Knowing your own numbers is an important step in the financial planning process. Below you will find several spreadsheets and calculators to help you project and track your progress toward your goals.
TIP: Write your goals down, along with the steps to accomplish them. This will significantly improve the likelihood of you achieving your goals.
30 Day Financial Challenge - This 30 day Challenge is a great exercise to go through to get your financial house in order. Once you have a good handle on all your numbers, you will be on your way to better financial health.
Net Worth Calculator: Your net worth is like your financial report card. It helps you see the net result of all the assets and liabilities you've accumulated so far. Over time, the goal is to see your net worth increase.
Will Planning Worksheet - Before you meet with your lawyer to put your will in place, be sure to take the time to work through this worksheet. The more information and decisions you have made, the less expensive it will be to craft your will and power of attorney documents.
Estate Needs Analysis: This spreadsheet is used to help calculate how much life insurance you need. The hardest part to estimate is the amount your family needs to replace your income. We are happy to help with calculating your needs. Contact Us
Estate Planning in the Cyber Age - What are digital assets? This includes everything from music and data to electronic wallets, and passwords to all your online accounts. Be sure to address these in your estate planning worksheet and review with your lawyer.