Broker Check


Year End Checklist

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


Quick Start Budget

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


Monthly Cash Flow

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


Debt Snowball

Get the ball rolling and start attacking your debt!


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.)


Essential Planning Approach

Download this template and schedule your first quarterly meeting!


Detailed Spending Plan

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


Capture Your Risk Number

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

Learn More

Let's stay connected!  Take a moment to join us on our social channels:


Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Have A Question? Comment? Submit It Here.

Thank you!

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

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

Thank you! Oops!