Gunness Financial Services

Worksheets and Checklists

The following worksheets and checklists are frequently used in the financial planning process. Download the files you’ve been asked to complete, and contact your advisor with any additional questions.

“Oh True Believer” by Neal Walsh

Estate Planning Document Checklist

Planning for your estate can be overwhelming. This checklist is a great place to start when compiling all the needed information 

Income & Expense Worksheet

This basic tool can help visualize monthly income & expenses, making budgeting easier.

Debt Repayment Tool

This Excel tool can help in planning your debt strategy. Given your principal balance and interest rate, discover what monthly payments you’ll need to make over different time periods to pay down your debt.