The MoneySense complete financial plan kit documents

The MoneySense complete financial plan kit

All the tools you need to create your own financial plan in 11 easy steps

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planner_322Below are 10 worksheets that will allow you to prepare your own professional-quality personal financial plan. You can download each one as a PDF to print out and fill in with pencil or pen, or you can download them as Microsoft Word files, and fill them in on your computer.

Complete instructions for using these worksheets to create your own financial plan can be found on page 46 of the September/October 2011 issue of MoneySense magazine, in the story “11 steps to financial freedom.

Worksheet 1 – Prioritize your goals PDF Word

Worksheet 2 – Gather your documents PDF Word

Worksheet 3a – Your detailed net worth statement PDF Word

Worksheet 3b – Your summary net worth statement PDF Word

Worksheet 4 – Your spending and savings PDF Word

Worksheet 5 – Your life and financial goals PDF Word

Worksheet 6 – Your top three goals PDF Word

Worksheet 7 – How you are currently invested PDF Word

Worksheet 8 – Which investments are right for you PDF Word

Worksheet 9 – Your financial plan PDF Word

Worksheet 10 – Your investment policy statement PDF Word

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