In this section we provide financial tools and investment management research documents for you to use and read, at your convenience.

Under “Financial Evaluation” you will find a Cash Flow and Balance Sheet spreadsheet intended to help you get a better measure of your financial health. Also included is a Financial Planning Questionnaire that we use to assess the totality of your financial needs and objectives, from insurance to taxes, investing and estate planning.

Financial Evaluation

Balance Sheet and Cash Flow Templates


French / American Chamber of Commerce

Emotionality and Investing (May 8, 2019)