Personal Financial Resources

Our Personal Finance Profile is designed to capture the information you need to make good financial decisions.  Use it to prepare for your financial consultation with Doreen.    

Personal Finance Profile (pdf)
Net Worth (pdf)
Financial Goals (pdf)

MONEY 1 TO 1 WORKSHEETS
Used with written permission of AFCPE.

• WORKSHEET A. Current Budget (pdf)
  This will help you get a snapshot of how you spend your money today.
  
  
• Worksheet B. Future Budget (pdf)
  This will help you manage your money more effectively in the future.
  
  
• Worksheet C. Net Worth (pdf)
  This will help you calculate your total net worth based on balancing assets and liabilities.
  
  
• Worksheet D. Goal Setting (pdf)
  This will help you set savings priorities and determine what actions are most important to take.
  
  
• Worksheet E. Setting Priorities (pdf)
  This will help you set spending priorities.
  
  
• Worksheet G. Money Personalities (pdf)
  This will help you understand the role money plays in your life and how you want to manage money.
  
  
• Worksheet H. Goals and Motivations (pdf)
  This will help you identify the emotions behind the things you want most.
  
  

Severance Brochure (pdf)

Useful Links: Website References (pdf)