Tools
Resources related to financial planning and other NEXUS services.
Worksheets
- The Ultimate Personal Finance Tool (XLSX)
- Cash Flow Analysis (XLSX)
- Criteria-based Decision Model (XLSX)
- Debt snowball (PDF)
- Debt visualization (XLSX)
- My Vision for the Future (XLSX)
- Net Worth Analysis (XLSX)
- Personal Financial Plan (XLSX)
- Pie Diagram (XLSX)
- Senior Topics (PDF)
- Transaction Record and Budget (XLSX)