Resources

Financial Worksheets

The “fillable” Financial Worksheets can be completed in the Acrobat Reader, either online or offline, and saved. You must have Acrobat Reader version 8 or later in order to save the “fillable” forms click here to download the most current version of Acrobat Reader. In completing the “fillable” forms, enter whole numbers only and do not enter commas. Be sure to contact my office if I can assist you with any of the planning needs covered by these worksheets.

Educational Videos

Financial Literacy

These handy financial literacy links cover areas of interest ranging from savings goals to paying off credit card debt, getting your home budget in order, and reviewing insurance needs to get a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators.

- FINRA -

- SEC -

- Washington State-

Calculators