Help yourself to free financial tools
SOFTWARE: Right Click here to download a free copy of the Financial Counselor Notebook Software. (624kb XLS, right click, Save Target As…) This is an .xls application and you must have Microsoft Excel running on your computer.
INSTRUCTIONS: Click here to download the installation and operating instructions for the Financial Counselor Notebook Software. (32kb DOC, right click, Save Target As…).
DATA GATHERING KIT: The Financial Counselor Notebook short course! Includes an introduction to Organizing Your Finances, definitions for the Six Areas of Financial Planning, a blank Statement of Financial Position (balance sheet), worksheets for Monthly Income Projections, Regular Monthly Outflow and Variable Expenses. Click here to download your 11-page Data Gathering Kit. (PDF, right click, Save Target As…).