Worksheets

Worksheets

 

Below you will find excellent proprietary worksheets and resources that will help you make heads or tales out of your lifestyle transition period. These worksheets are invaluable and thought-provoking as you attempt to structure very complex life pieces together. With these tools and our expert counsel you can create a dynamic life plan that will last well beyond your time on Earth, as a singular legacy for your posterity.

 

F.A.C.E. Worksheets
Family Worksheet - An examination of various needs of family members
Asset Worksheet- An enumeration of assets, asset types, ownership, and values
Charitable Worksheet - An examination of charitable organizations, intents, and goals
Expenses Worksheet - An enumeration of expenses, expense types, and budget priorities

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Q & A Survey Worksheet
A short list of twelve important questions about family, legal issues, and financial goals.

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Calculation Worksheets
Investable Assets Calculations - An analysis of investable assets
Principal & Income Calculations - An analysis of growth, income, and emergency funds
Rule of 100 & Risk Calculations - An analysis of risk from two different angles.

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