These are a few of my favorite things.

Here are some of the resources and tools I use to help my clients get clarity and perspective on their finances.  I hope you will find them helpful, as well.  Please contact me if you'd like to find out how I can do the same for you!

net worth worksheet  What you OWE minus what you OWN.  Basic, right?  But how many of us have actually seen our finances laid out like that?  The numbers don't lie!   Net worth is a great starting point for action and allows you to see your progress over time.  Get it  here .

NET WORTH WORKSHEET

What you OWE minus what you OWN.  Basic, right?  But how many of us have actually seen our finances laid out like that?  The numbers don't lie.   Net worth is a great starting point for action and allows you to see your progress.

Financial hierarchy of needs

Want to get your finances in order?  Prioritize your resource!  With so many competing demands on your money, how do you know what to do first?  This can help you decide.  Click the image for my blog post devoted to this issue.

MAKE A BUDGET.png

budget worksheet

 

 

spending quadrants

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College savings calculator