You offer checklists & flowcharts – consider creating “worksheets”
You offer checklists & flowcharts – consider creating “worksheets”
Ex) Budgeting worksheet, fixed annuity review worksheet, variable annuity review worksheet etc.
Comments: 4
-
02 Sep, '21
John Mergeda budget worksheet would def be helpful.
-
09 Mar, '22
Ryan MergedHello, any update on this? A budget worksheet would be great - specifically a link that a client can fill out pre-meeting.
-
15 Jun, '22
ChrisGranger Admin"Monthly Budget Worksheet" (suggested by Randa Hoffman on 2020-08-25), including upvotes (13) and comments (1), was merged into this suggestion. Original language from this merged suggestion: "A worksheet that can be given to clients/prospective clients to fill out before meeting to work on their budget.
The following is an example of some fields:
Housing: mortgage/rent; maintenance; insurance; property tax; homeowners fees
Utilities: water; electric; trash; cell phone; gas; sewer; telephone; satellite/cable
Other necessities: food/groceries; child care; medical/dental/vision; education
Insurance Premiums: life; disabilities; auto; health; LTC
Transportation/Auto: loan/lease; toll/bus; service; fuel; parking; inspection/licenses
Miscellaneous: charitable contribution; movies/entertainment; clothing; gifts; lessons/sports; dinning out; vacation/travel" -
15 Jun, '22
ChrisGranger Admin"One-Page Financial Plan Questionnaire/Report" (suggested by Sreeni on 2021-02-12), including upvotes (6) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Mission Statement: Your mission is an overarching statement that dictates what you wish to accomplish in this life.
Your Goals: Once you develop a theme for your life, it’s time to come up with a set of goals that allows you to live your life to the mission. I recommend that you start with three: one in the next 1-5 years, the other 5-10 years, and another beyond 10 years. This helps you cover the short, mid, and long-term planning.
Income / Expenses: This is equivalent to what you’d traditionally think of as “budget"
Saving for Goals: This section helps you tie back all of your assets, liabilities, savings and investments to your goals."