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Downloadable Resources

Asset Titling Matrix –This tool helps you clarify the ownership of your assets and visualize how your wealth will be distributed based on how your assets are owned. Click here to download the PDF version.

Cash Flow Worksheet – Understanding your income needs as you shift from accumulating assets to living off of your investments and other income is critical as you contemplate retirement. Use this tool to compare your current income and expenses to your estimated income and expenses when you retire. Click here to download the PDF version.

Document Locator Record – Part of your wealth transfer planning process is ensuring your loved ones can readily locate important records and documents, such as wills, trusts, powers of attorney, passwords, etc. Use this tool to create a roadmap to help others find the information they need upon your death or incapacitation. Click here to download the PDF version.

Financial Planning Flow Chart– Money comes and money goes. But is it going to all of the right places? This one-page graphic summarizes the 5 short-term and 6 long-term uses of money along with thoughtful questions to help you prioritize how you want to put your wealth to work. Click here to download the PDF version.

Goal Planning Worksheet – Establishing goals is the foundation of a good financial planning process. Use this worksheet to identify and prioritize the goals you want to achieve as well as how and when to get there. Click here to download the PDF version.

Goal Setting for Married Couples – As in most matters of marriage, goal setting is best done in unity. This document guides you and your spouse through a thoughtful weekend of exploring each other’s life goals and strategies from finances to spirituality.

Goal Setting for Singles  – This guide is similar to the Goal Setting for Married Couples but as the title implies, it is geared for the single individual.

Wealth Transfer Decision Making Process  – Unlike traditional estate planning, wealth transfer planning begins while the owners are still living. This one-page graphic helps guide you through important issues and decisions using a process-driven approach. Click here to download the PDF version.

Investment Decision Making Process – Along with the guidance of a trusted financial advisor, this flow chart provides a process for making important decisions about your investment strategy and portfolio. Click here to download the PDF version.