financial empowerment

Getting your financial life on track

Financial Empowerment is about knowing where you stand, understanding your options, and having confidence that your finances are on track

WATCH ! LIVE in the D on Local 4

Nathan Mersereau, CFP®, President of Planning Alternatives shares financial empowerment advice on WDIV’s Live in the D

Making over your Finances on "Live in the D"
Your finances

Keeping Your Finances Secure on "Live in the D"
Keeping your finances secure

Screenshot 2016-03-21 16.18.58
Student Loan Mistakes to Avoid

Download these resources to help you on your financial journey

 


Planning Alternatives: Asset and Liability Worksheet

ASSET AND LIABILITY WORKSHEET


EXPENSE AND SAVINGS WORKSHEET


Planning Alternatives: Personal Document Locator

PERSONAL DOCUMENT LOCATOR


TIPS ON WHAT FINANCIAL RECORDS TO KEEP


Planning Atlernatives: Cyber Protection Checklist

CYBER PROTECTION CHECKLIST

Connect with us if you’re ready to sit down with a financial advisor for a personal assessment of your situation

  • To select multiple items, HOLD DOWN the CONTROL key (PC) or the COMMAND key (Mac) while making your selection.
  • This field is for validation purposes and should be left unchanged.