Welcome to

My Workbooks

This page is dedicated to sharing the workbooks and scorecards I use when teaching financial stability. I am in a continual process of defining and redefining the process of Targeted Documentation (Chapter 3 of my most recent release: Simple Wealth Building Strategies). All of these workbooks and scorecards can be customized. If you are interested in a specialized scorecard or workbook, please complete the contact form on the home page. 

Retirement  Workbook

Financial Scorecards and Retirement Workbooks

Retirement Workbook