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"WHERE DO I START?"

Embarking on a financial journey requires not only commitment and determination but the right tools to help along the way. Have you ever found yourself in a position where you asked yourself "where do I even start?"

 

This page provides a curated collection of supplemental worksheets and checklists tailored to assist you in making informed financial decisions and streamlining processes.

 

Whether you're just getting started, looking to buy a home, or struggling to navigate finances amidst loss or divorce, our resources are designed to help guide you through these often confusing or overwhelming circumstances with easy-to-follow steps and suggestions.

As a thank you, we have two checklists available to you - for free! Click below to download our beginner's checklist and worksheet, Your Financial ABC's and the Your Money Narrative Budget Worksheet to get started.

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✔ Educational Resources: Demystify complex financial concepts with our comprehensive guides and tutorials, all designed to pave your way to financial literacy. From beginners to seasoned experts, there's something for everyone.

✔ Interactive Online Calculators: Plan your budgets, investments, savings, and more with precision using our user-friendly calculators.

✔ Detailed Checklists: Follow our checklists to help guide you through the best practices for different milestones and challenges you may face, including family planning, buying and selling your home, divorce, job change, or loss of a loved one.

✔ Customizable Spreadsheets: Track, manage, and analyze with spreadsheets designed to help you track your budget and assets versus liabilities.

✔ Resources by Life Stage: Find the resources you need, based on where you are in life. We organized all of our resources based on life circumstances such as divorce, starting a family, unemployment, and coping with loss to help you find what you need.

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Navigate

Checklists

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Calculate

Calculators

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Learn

Education

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Learn

Circumstances

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