Taking Stock of Your Personal Finances

Look, we know organizing and evaluating your personal finances can be a bit overwhelming. That’s why we offer these easy-to-use resources.

Before long, you'll have a clearer view of your financial future. So, grab your bank statements and insurance papers from the back of your closet and let’s get started.

• Evaluate your investments — Four factors you should consider
• Account numbers & contacts (PDF) (15 – 20 minutes) — Pull together all your essential information on this one worksheet, put it in a safe place and give a copy to the person who will handle your finances if you are ever unable to
• My net worth (PDF) (90 minutes) — Use this worksheet to run the numbers and see where you stand
• My insurance inventory (PDF) (90 minutes) — List your insurance policies here so you can get to the information quickly

Once you're done taking stock, you'll be ready to start planning — either with other resources on this site or with the help of an investment professional.

The resources we provide are for general, self-help purposes. They aren't intended to be investment advice. Please discuss your specific situation with your investment professional.

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