Your retirement journey - class begins April 10, 2023

Stephanie Lauritsen, CFP ®️
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Stephanie Lauritsen, CFP ®️

Signed in as:

filler@godaddy.com

  • Home
  • Retirement Class
  • VIDEOS
  • TESTIMONIALS
  • WORKSHOPS
  • BLOG
  • RESOURCES

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DOWNLOADS

Christmas Gift Budget (pdf)Download
Christmas Gift Budget (xlsx)Download
Goals Worksheet (pdf)Download
Money Values Worksheet (pdf)Download
Net Worth Calculator (xlsx)Download
Pay-Stub-Review-2021 (1) (pdf)Download
Personal Finance Inventory (xlsx)Download
Retirement Planning Quickstart Worksheet (pdf)Download
Spending Plan (xlsx)Download
Spending Tracker (xlsx)Download
What Issues Should I Consider For My Aging Parents 2021 (pdf)Download

Helpful Links

Financial Calculators

Vanguard Risk Tolerance Questionnaire

Financial Calculators

Calculators for everything including retirement planning, debt paydown, inflation, savings goals and more.  

LifeHappens.org

Vanguard Risk Tolerance Questionnaire

Financial Calculators

Everything you need to know about life insurance; including an overview of the different types and calculators to determine how much you need. 

Vanguard Risk Tolerance Questionnaire

Vanguard Risk Tolerance Questionnaire

Vanguard Risk Tolerance Questionnaire

The Vanguard investor questionnaire is provided to you free of charge.  It doesn't provide comprehensive investment or financial advice.  All Things Finance, nor Vanguard, are responsible for reviewing your financial situation or updating the suggestions contained herein. 

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