Financial planning Spreadsheets
The following financial planning spreadsheets have been
created to facilitate putting your knowledge into action. Each
one has a specific objective and individual instructions which
are contained in each spreadsheet.
1) Worksheet - Choosing the best
personal finance advisor
Objective: This tool will help you determine which aspects you should
consider in the choice of your financial planning advisor.
It contains relevant questions to ask your candidates and a
rating system using free software to make the
best choice in a logical way.
Click here to download.
Instructions for downloading and access
To access these tools, we invite you to join our community by
subscribing to our free financial newsletter: Planning a Better Future.
Together with your subscription we will provide you the
password necessary to enter and use these tools. For more
details about the additional benefits of your subscription click here.
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