Broker Check

Resources

Year End Checklist

Stay on track with this panoramic end-of-the-year checklist.

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Quick Start Budget

Your first budget! It’s also the simplest, so you can relax now.

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Monthly Cash Flow

Cash flows in and out each month. Make sure you tell it where to go!

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Debt Snowball

Get the ball rolling and start attacking your debt!

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Digital Legacy Checklist

Here’s a worksheet to help manage your Digital Legacy so it doesn't disappear after you’re gone. (Unless that’s what you want.)

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Essential Planning Approach

Download this template and schedule your first quarterly meeting!

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Detailed Spending Plan

Don’t let this one scare you. Managing your money week to week happens here!

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Capture Your Risk Number

Everyone has a Risk Number. What’s yours? Are you an 81 or a 17? Find out here.

Learn More


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SA Stone Wealth Management Inc. is not affiliated with or a sponsor of Dave Ramsey and the SmartVestor Program