Financial Focus

1903 Wright Place, Suite 150
Carlsbad, CA 92008
760-431-3040

|     |     |     |     |     |

|     |     |     |     |     |

home  |  client accounts |  npc privacy policy  |  contact us

General Financial Planning Worksheets

The following worksheets are useful in helping you determine where you are in the financial planning process. Simply click on any of the worksheets below to be linked to an Adobe Acrobat document that may be printed out for your use.

  • Net Worth Worksheet - By accounting for your assets and liabilities you can determine your total net worth. This document helps you calculate your net worth.
  • Budget Worksheet - Open this document to help you itemize and calculate your monthly expenditures.
  • Document Checklist – This document highlights the various documents you will need to have available in order to complete the financial planning process.
  • Life Insurance Needs Worksheet - Open this document to help you determine a rough estimate of the amount of life insurance needed to help protect your family and their assets. 

Copyright 2009 - Financial Focus
- - - -
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation to buy or sell any security or instrument or to participate in any particular trading strategy. Financial Focus is a Registered Investment Advisor. Securities licensed associates of Financial Focus are Registered Representatives of National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Advisor. Investment Advisor Representatives of Financial Focus and NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Financial Focus and NPC are separate and unrelated companies.