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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, I am happy to write you about my success. I ran into you at the DC National Airport back in June on my way to vacation as you were working on affordable housing issues. It was exciting to meet you and have you sign my copy of the Automatic Millionaire Homeowner that I had as my onboard reading material. I read the book once and was rereading it after deciding to put a deposit on a condo that is in pre-construction set to be built by Fall of 2008. Besides this great news about my jo ... more



- Christy K.


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
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    Advisory Services offered through Edelman Financial Services LLC. Securities offered through Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC

    David Bach is Vice Chairman of Edelman Financial Services LLC, a Registered Investment Advisor. He is an Investment Advisor Representative who offers advisory services through EFS and a Registered Representative of (and offers securities through) Sanders Morris Harris Inc., an affiliated broker/dealer, member FINRA/SIPC