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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, The FinishRich series has already begun to change my life. My latte factor was a bit more difficult to find as I work from home remotely so I don't really spend 'small' every day. I searched and searched and then realized that hey, I'm an impulse buyer. Trips to Best Buy, or Costco or whatever would add up. Along with taking your advice on increasing my monthly contributions to thr RSP account, I have set up two online savings accounts. One, transfers $350 a month automatically. ... more



- Joe Ragona
Oakville, ..

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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
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    The views expressed herein are solely those of David Bach and FinishRich Media, LLC., and do not necessarily reflect the views of The Edelman Financial Group or any of its affiliates. Neither theinformation herein nor any opinion expressed herein constitutes or is intended to constitute investment advice or an offer to sell or solicit any person to purchase any security. FinishRich is a trademarked brand used by David Bach and FinishRich Media LLC. and none of David Bach, FinishRich Media LLC. [or The Edelman Financial Group or any of their affiliates] guarantee any financial results or a positive outcome to your personal situation.