Here’s something I’ve been working on the last few weeks.
I was looking for a relatively simple, quick self analysis tool for my clients to give themselves a personal financial planning check-up.
Much of this is not original, I’m sure bits and pieces have come from a number of sources. I know the stoplight idea came from the Ag Credit Crisis in the 1980’s and most of the status bullets came from a variety of sources over the years.
Anyway, take a look at. Hopefully you will have mostly green lights, but if you have some yellows or reds you want to discuss, let me know.
Red Yellow Green Light Worksheet – DLW Planning
No matter what, let me know what you think of the concept.