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Wealth Associates

Life's Short... Plan Well

Financial Planning Tools


The heaviest burden for most people in their financial planning efforts is the burden of debt management. Handling the financial demands of today’s typical family can involve a mortgage (or two), auto loans, school loans, credit card balances, lines of credit and other forms of debt. Building an effective debt management program is a key to successfully arriving at your long-range goal of financial freedom via “debt freedom” and the elimination of all debt. We walk you through the steps to creating a debt freedom plan including identifying your actual “debt-free date” which is a time of true celebration in the stewardship process.

Debt Planning Resources

1. Personal Debt - Snapshot

2. Personal Debt - Debt Freedom Instructions

3. Personal Debt - Debt Freedom Worksheet

4. Practice Debt - Snapshot