Personal financial planning templates
[PDF File]Your Personal Financial Inventory
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Use this document to record your family’s important financial information. Store it in a safe place, and be sure to tell your executor or personal representative where to find it. Please note that this document is for your own personal use and should not be returned to Vanguard. Revised: __ / __ / ____ I. Assets
[PDF File]Statement on Standards in Personal Financial Planning Services
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The Personal Financial Planning Executive Committee (PFP EC) has issued Statement on Standards in Personal Financial Planning Services No. 1 (the standard) to provide guidance to members and a framework for delivering PFP services with the highest levels of integrity, professionalism, objectivity,
[PDF File]PREPARING YOUR PERSONAL/FINANCIAL INFORMATION …
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PREPARING YOUR PERSONAL/FINANCIAL INFORMATION BINDER Imagine waking up in the middle of the night only to find your house on fire. Besides the kids, what would you grab? ... Estate planning and legal documents: Wills, trusts, advance directives, powers of attorney, letters of
[PDF File]Creating a Personal Financial Plan
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When it comes to personal financial goals, many can be long term. Paying off student loans, a new car, or a mortgage on a home does not happen in a month or even a year. Retirement is an even longer-term goal. When it comes to financial matters, planning can be of paramount importance. Creating a personal financial plan has six basic steps: 1.
[PDF File]Sample Plan (Full Plan - all modules) - Ativa
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Financial Planning Process The Six Step Process of Personal Financial Planning Step 1 Personal financial planning focuses on the individual. In order to best serve an individual's needs, the professional financial planning practitioner employs The Total Financial Planning Process comprising these six distinct steps: Clarify Your Present ...
[PDF File]Personal Financial Workbook
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The Personal Financial Workbook is a tool that you can use to organize your finances and gain an understanding of how you are spending your money. By using the worksheets you’ll be able to paint a clear picture of your financial situation and make better decisions for the future. We recommend that you photocopy worksheets
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