net worth worksheet
implementing + refining
updating + revising
You also receive additional information pertaining to your Action Items. For example, a Net Worth Worksheet, which shows you information about your assets and debt and an Investment Worksheet with specific investment recommendations. You will receive more information and reports depending on your circumstances and the topics we cover. If you would like to see some sample deliverables please feel free to contact me.
Planning needs can very widely from client to client. A few clients will have all of their Action Items after one or two meetings and for others it may take six or more meetings. Most will be somewhere in-between.
We’ll meet about once per month until you have completed most of your Action Items and have a plan in place. Between meetings, you are implementing Action Items and updating me. I’m here to answer questions and help you move things forward. If appropriate, I will assist you with implementing Action Items. Most clients choose to implement Action Items themselves, as a cost saving measure.
When you’ve completed most of your Action Items and have a plan in place, we’ll meet about every six months. We track progress, build on the work we’ve done, and make adjustments depending on what life brings…new job, new relationship, new baby or a move etc. I don’t require an ongoing relationship with clients, but most seek that out so that they are confidently and effectively making financial decisions.
With your help, I revise your Action Items and track your progress so that you have updated next steps to help you continually improve your finances.