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Where are you now?

These worksheets will help you evaluate your current financial situation and articulate your plans for the future. Simply complete the documents, and either e-mail them to your advisor or print them out and bring them to your next meeting with your advisor team.

Financial Literacy Assessment

Learn which financial issues matter most and which you’d like to learn more about.

  • Start assessment

Goal-Setting Worksheet

Clarify your financial and personal goals and create an action plan.

  • Open worksheet

Life Inventory Worksheet

Keep the essentials at your fingertips – insurance information, bank accounts and location of legal documents.

  • Download Excel Worksheet

Net Worth Statement Worksheet

Get a clear picture of your resources by assessing what you own and what you owe.

  • Open worksheet

Values Worksheet

What’s important to you socially, spiritually and ethically can help you decide where to focus.

  • Open worksheet