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Wealth Associates

Life's Short... Plan Well

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Welcome to the Wealth Associates Inc. Financial Planning Tools Center. Each of the six categories listed to the left contains instructional resources organized to simplify and guide you through the process of creating a personal and professional financial plan. These instructional resources are designed to walk you through a step-by-step process to organize your financial information, develop a “snapshot” of where you stand today in each financial planning area, and prepare plans for integrating this area into an overall comprehensive Financial Plan focused on achieving your economic objectives on manageable timelines. Our goal is to add additional resources as they become available.

It is our hope that these instructional materials will inspire you to care for your own financial health.