Financial Documents, Calculators & Resources
Financial Documents
Retirement Assessment Worksheet -We ask people to fill this out before our first meeting so we can better evaluate how well you are prepared for retirement.
Confidential Questionnaire – The purpose of this financial questionnaire is to assemble a summary view of your financial situation which we will use to ensure the best use of our time together.
Client New Client Profile - This is the information we need to start filling out applications.
Investment Policy Statement - Risk tolerance questionnaire.
Financial Spreadsheets – Take a snapshot of your finances by entering all of your financial data.
How to fill out your Income & Expenses in the Financial Spreadsheets – Short video that walks you through how to fill out your income & expenses.
Financial Resources
SOFA (Society for Financial Awareness) – I am a regional president of SOFA. Please contact me about our free financial workshops we provide in businesses, nonprofits, associations and churches.
SOFA interview with Jim Chilton, founder of SOFA
Social Security Administration – This is a direct link to the Social Security official website.
Medicare – This is a direct link to the Medicare official website.
FINRA is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets.
IRS.gov – This is a direct link to the Internal Revenue Service official website. Federal Income Tax Brackets and Rates
BankRate.com – Great source for mortgage rates, CD rates, loans and calculators.