Forms
eMoney Instructions & Documents to Upload
Fiscal Fitness stress survey
Everybody has some areas of their financial lives that work really well, but sometimes there are areas that aren’t getting addressed. You may have some tasks you either don’t know how to do, don’t like doing or both! Our program makes it easier and typically takes less time because everything you need is included! The goal is to help you take control of your money… which means getting on top of the tasks that will improve your financial fitness. We do not sell any products or manage money. We strictly help you learn and take control of your finances under the fiduciary standard.
Start your journey by taking our Fiscal Fitness Stress Survey.
Financial Questions that count
Click on the link below to fill out the online form to request more information about the subjects that interest you. Please note, the topics listed are intended to cover a variety of situations--more than any one household will ever likely need to consider. All of the information available is offered to help you understand your current financial situation and make informed decisions. Simply fill out the form (online or on paper) and return it via email to request information on the subjects that interest you.
IWPS Answering the Financial Questions that Count.PDF
Personal Document Locator
This is an important list to print and keep at home along with your other important documents such as your Will, Health Care Proxy, Power of Attorney, tax returns, etc. In the event of your death or disability, this list will assist your loved ones in locating your important records and papers. Make sure a trusted family member knows where this list is or provide him/her with a copy. You may also want to give a copy to your executor and/or your attorney.
IWPS Personal Document Locator.PDF
Need Help Assessing your Disability Coverage?
This chart will walk you through a process of determining what you might have and what you might need!