Checklists for Clients

This Spending/Budget plan worksheet will assist you in your journey to mastering your money instead of money mastering you. 

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• Managing Money as a Couple
• Budget Check Up: Tax Time Is the Right Time
• Budgeting After a Divorce
• The Average American Budget
• How Retirement Spending Changes With Time
• You Might Spend Unnecessary Money If You Don't Stay on Top of Your Expenses. Here's How to Manage Them

This checklist will assist you in your journey to find an advisor with the character, competence and chemistry that aligns with your specific needs.

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This list outlines the documents and forms to have with you during our first meeting. It will help you establish which items are of most importance to you and your specific needs.

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