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.
Financial Scorecards and Retirement Workbooks
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