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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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