Evaluate Your Current Financial Situation & Financial Goals

Not sure where you are with your financial goals, situation, and financial health ? Use these worksheets to help you evaluate your current financial situation and articulate your plans for the future.

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

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

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

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

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

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