Resources

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

Financial-Planning-Questionnaire
Balance Sheet and Cash Flow Templates

WEBINAR

French / American Chamber of Commerce

Emotionality and Investing (May 8, 2019)