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Your Financial ABC's (Advisor Use)

Your Financial ABC's (Advisor Use)


No matter your age or life stage, our Financial Planning Basics Checklist is your ideal starting point. Designed for beginners, it breaks down the essentials of financial planning into manageable steps. Discover how to set realistic financial goals, craft a budget, and gain a clear understanding of your income and expenses. The checklist guides you in building an emergency fund, effectively managing debts, and exploring various saving strategies. It also emphasizes the importance of understanding credit scores and introduces long-term planning elements like retirement and insurance. This comprehensive yet straightforward checklist is the perfect tool for anyone looking to establish a strong financial foundation, ensuring a secure and well-planned financial future at any stage of life.

  • License

    Want to use this checklist as a resource for your clients? You can! This link includes my "Advisor Use" license. Once you purchase a license at the Your Money Narrative Store, my checklists are yours to use and share with your clients.

    They are available as hi-res downloads under the Attribution-NonCommercial 4.0 International license. Checklists can be used anywhere as long as you attribute the checklist to Your Money Narrative. Read the full license here.

    Your Financial ABC's Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International

  • Refund Policy

    This product is a digital download. No refunds will be issued.

  • Receiving Your Checklist

    This digital file will be immediately available for download post purchase as well sent via email.

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