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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.

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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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Checklists

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Calculators

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Learn

Education

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Circumstances

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Your Money Narrative © 2023 by Amy R Cook is licensed under CC BY-NC-ND 4.0 

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This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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