AdvisorToClient
Worksheet Archive

Worksheet: FATCA reporting for U.S. citizens

A U.S. person’s advisor and bank must report these

Tax

Worksheet: Tracking bond exposure

Use this planner to track which bond issues your clients own.

Investing

Worksheet: The bond risk spectrum

Where do different types of bonds fall on the risk spectrum? Use this as a handout to walk clients through their options.

Investing

Worksheet: Children and your estate plan

Give this worksheet to clients who are planning for their legacies.

Financial Planning

Worksheet: Do these couples need pre-nuptial agreements?

Read through the scenarios and decide whether any of these couples should get pre-nuptial agreements.

Financial Planning

Worksheet: Factor tax in real estate investing

Tax is a big concern when investing directly in residential or commercial properties. Rates can vary considerably depending on property type and location, so be sure to factor those costs into your buying decisions.

Investing

Worksheet: Canadian earnings chart

Charts like these can give clients a sense of where they stand on the earnings spectrum vis-a-vis their peers.

Investing

Worksheet: New investors budget

Download this worksheet to help new investors see where their money really goes.

Investing

Worksheet: Building a drawdown plan

Here's a worksheet that can help prepare with clients transition to retirement, you need to help them decide how much they’ll need, and when.

Investing

Worksheet: Easy-to-overlook items

Need to connect the planning dots about debt when you're in front of clients? Use this.

Financial Planning

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