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

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, Member SIPC, and a wholly-owned subsidiary of BofA Corp.

Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC, and wholly-owned subsidiaries of BofA Corp.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.

Bank of America, N.A., Member FDIC. Equal Housing Lender House icon

TOP