Three ways to build your own FREE financial plan:

1. By phone:  (952) 253-6024

2. By email:

3. In person meeting:  Contact Erin at (952) 253-6024 to schedule a meeting 

One Page Financial Plan Overview

Surprisingly, most people with $1 million do not have a financial plan. Without a financial plan you cannot confidently answer many important life questions such as:

  • Do I have enough money to retire?
  • When can I retire?
  • How much can I spend or gift per year in retirement?
  • How much money will I leave in the end as a legacy?


CTW One Page Financial Plan Overview

One Page Financial Plan Sample

Our proprietary model can be up and running in draft form in an hour or less, once we have the client’s personal balance sheet and a few other key inputs. The entire plan fits on one page, and that includes a graph of your retirement assets each year from now to age 90. Our financial plan includes all the key financial factors in your life including your assets, future saving, pension income, social security, other income, college costs, etc. We do not charge extra for our financial planning, like many other advisors do.

>see sample model

CTW One Page Financial Plan Sample