Free Resources
Planning
Everplans: Leave a legacy, not a mess. Organize, store and securely share your personal information
Video overview | Fact Sheet (pdf) | Checklist (pdf) | Planning Your Legacy (pdf) | Ethical Will (pdf)Investor Risk Profile Analysis
Now-Soon-Later Worksheet (pdf)
To sign up, send us an email (with your First and Last Name) to hello@harvestadvisors.com
Retirement
5 Reasons To Do A Retirement Plan (pdf)
Retirement Lifestyle Workbook (pdf)
Social Security Planner (pdf)
College
Divorce
Documents Needed When Preparing for Divorce (pdf)
Things to Consider When Negotiating ‘Parenting Plans' (pdf)