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CFE Financial
Home
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Services
Get Started Now
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Resources Downloads

Excel-based resource files to get you started on your financial planning journey - feel free to take and modify to suit your specific situation!

Net worth calculator (xls)

Download

Budgeting Planner (xlsx)

Download

Automated_Debt_Snowball_Calculator (xlsx)

Download

6 Months to Retirement Check List - Sample (xlsx)

Download

Articles and Research

The PDF documents below are recent articles we have written on financial topics of interest. We welcome your feedback on any of our research! These articles are for general information purposes only and do not constitute a specific solicitation to purchase any investment product.

Where To Go For Financial Advice (pdf)Download
Four Types of Retirement (pdf)Download
Unbundling for Retirement (pdf)Download
The Challenges of Early Retirement (pdf)Download
Raising Emergency Cash (pdf)Download
The ABCs (and D) of Personal Finance (pdf)Download

Notes & Disclaimers

  

Nothing on this site is meant to constitute an offer or solicitation of transaction in any particular security. Any discussion of recommendations contained in documents here may not be suitable for all investors. Any opinions, estimates, or projections expressed in documents here may assume economic, industry, and political conditions and/or current conditions at the time of issuance, which are subject to change. All information being furnished here is on the condition that it will not form a primary basis for any investment decision. Investments in any form involve the risk of loss. Past performance is not an indication of future performance. 

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