Tool Should Be Used By: Coaches, mental health professionals, financial counselors, anyone who works with people who need more clarity around their money issues.
Tool Description:&nb sp; Ever wonder how all the different parts of your financial life fit together? How do you know if you are financially fit? Use this graphic tool to see how Medical Expenses, Property Taxes, Car Repair, Vacation, Unemployment, Disability, Uneven Income (self-employed or commission), IRA, 401(k), Stock, Bonds, College all fit together to guarantee your Financial Fitness.
Format: PDF file, 1 page (10KB)
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Creator's Background: Cindy Morus has an extensive background in financial management. She was a bill collector, received her B.A. in Consumer and Family Economics and worked as an Operations Manager for a major bank. She has been a small business owner for the last 12 years and has helped hundreds of families achieve financial well-being and peace of mind during her 4 years as a Financial Recovery Counselor. Cindy's web site is www.phelps-creek.com
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