Get StartedFREE Tips and Tools
Get Started Managing Your Money The FREE Simple Financial Worksheet is a downloadable PDF file. We offer this worksheet in keeping with the "Introduction Page x" of Fire Your Financial Planner where Ron says, "First, assess what your financial situation is today." There are many more sophisticated worksheets but the purpose at this point in the process is to keep everything as simple as possible. There are two main reasons people do not follow through. 1) They believe it is too complicated. 2) It won't change anything. Both assumptions are wrong. Trust me ... start here! These FREE financial calculators help you manage your money. After you have established what your 'true' financial situation is today, use the numbers you have researched and placed on your Simple Financial Worksheet as a starting point. Then go into Financial Calculators and check out the area where you have the greatest need of help. Don't get frustrated. Don't try to do too much in one session. On pages 15-17 of Fire Your Financial Planner, Ron teaches Lesson #4 "Form Useful Habits". Ron says, "Your research should be as focused as possibe for each session. Pick one topic per session." Remember, you can come back to "The Busted Boomer" for help. You can Contact Us. You can refer back to your copy of Fire Your Financial Planner and use it as a roadmap.
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