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Worksheets - Getting Organized
Starting Out

Before you can really start setting financial goals, you need to determine where you stand financially.

And the first step is getting organized and finding your stuff.

Use my FinishRich Inventory Planner™ Worksheet to help you set up your financial filing system.

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Step One

bullet Find your stuff
Before you can determine where you stand, you need to get all of your "stuff" together and organize it using the FinishRich File Folder System.

Step Two

bullet Financial Inventory Worksheet
Now that you've found all of your "stuff", you're ready to record it in my Financial Inventory Worksheet and ultimately determine your net worth.

Step Three

bullet Where Does the Money Really Go?
Do you know where you spend your money? Having a solid grasp of your financial life means knowing what your cash flow is.

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Success Stories

Real Advice, Real People, Real Results.

David- On behalf of myself and my future wife I wanted to thank you for making my life Automatic! My father has been trying to teach me about money for years, but I always thought it was too complicated or that I didn't have the extra income to make a difference. Little did I know that it was so easy. I was a quarter of the way through the book when I was so moved by the "How many hours per day do you work for YOURSELF?" formula that I literally got up, went to my computer, and cranked up my ... more

- Chris Kesler
Austin, TX

Browse through hundreds of  success stories or even  add your own!

Success Stories

Start Late, Finish Rich

In Start Late, Finish Rich, David Bach takes the "Finish Rich" wisdom that has already helped millions of people and tailors it specifically to all of us who forgot to save, procrastinated, or got sidetracked by life's unexpected challenges.


Free Resources
Free Finish Rich tools to help you achieve your goals.

  • Figure out your Latte Factor™

  • The Five Secret Questions to Finish Rich

  • Get Organized with Our Worksheets

  • Tips on Hiring a Financial Advisor

  • Learn about Investment Basics

  • Find out about College Savings and Planning