RESOURCE CENTER
WORKSHEETS
The worksheets that follow can be used to help put your “financial house” in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one.

FINANCIAL CALCULATORS

These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators.

LIFE GUIDES

Our free Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we’ll send you a copy.



Which guides are you interested in?

INDIVIDUALS & FAMILIES

 Affordable Care Act Children with Special Needs Dealing with Divorce Emergency Planning Guide Financial Workbook Managing an Inheritance Managing Your Financial Life Marriage and Money Moving Day Paying for College Planning Your Estate Retirement and Medicare Retirement and Social Security Teaching Kids About Money Thinking About Retirement What to Do If You Lose Your Job When a Loved One Dies

BUSINESSES

 Business Continuation Protecting Your Business

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Let's Start Talking

Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and we help you implement them and then monitor your progress, every step of the way.

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