Resources

Use this handy summary sheet to list your expenses, the foundation of any serious financial plan.  How will your spending change in different scenarios or life segments? Simply add comparison columns.  Reminder to only transmit this data encrypted or via the SOA Document Vault.

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Mapping your financial future requires a clear idea of your financial dreams goals, both short and long term.  Don’t be afraid to push the envelope.  This document will help you think through the things you’d like to accomplish in life and help you to organize your resources.

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