Financial Portfolio: A Financial Map and Compass for Clients

Twelve self-assessments and step-by-step forms to help your clients determine their financial condition, establish their financial location and destination, and to get themselves back on track. Includes simple instructions and 5 Checkups of Credit Con dition; 3 Checkups of Financial Control; A Values and Beliefs Scale For Couples; 3 forms and methods for Getting Back on Track: Net Worth Statement, Spending Inventory and Plan, Spending Tracking Sheets.