Additional Resources
Below are some additional resources for your use, some split between singles and couples. Check back occasionally as new resources will be added as they are developed over time!
DIY CFC Worksheet (for singles)
This DIY CFC Worksheet (for singles) is almost an exact copy of the worksheet we would work through in our Comprehensive Financial Condition Assessment if you decided to become a client. However, if you think that you may be able to do it yourself, I give you that opportunity here!
DIY CFC Worksheet (for couples)
This DIY CFC Worksheet (for couples) is almost an exact copy of the worksheet we would work through in our Comprehensive Financial Condition Assessment if you decided to become a client. However, if you think that you may be able to do it yourself, I give you that opportunity here!
Net Worth Tracker
Fill out this Net Worth Tracker annually or semi-annually to see your financial progress over and to track how much you're worth financially. If you're doing things right, you'll see your net worth build year after year and see how your assets and liabilities are laid out.
Outflows Organizer
Filling out this Outflows Organizer properly will ask you to sit down and comb through your spending over the past month (or more). While there isn't much more than that to it, it can be impactful for many because it makes you confront your spending habits head-on.