RIA Forms

DO THIS FIRST

Before you get started, download and print this 8 page Categories booklet.

Inside these pages, you'll find spaces to enter your incomes, expenses and debts.

It's important to follow the order of recommendation because you will come to refer back to it at a later stage.

Once you have fully completed all sections as much as possible, move over to the data entry form to the right.

You'll find your entries from the Categories booklet match the sequence in the DATA ENTRY FORM.

Once you have completed that data transfer, put aside the Categories pages in an easily accessible place to refer back to.

When entering your data, close enough is good enough. But the more accurate, the better your results will be reflected.

That's it! Easily done. Just click the button below to get started.

DO THIS SECOND

The Data Entry Form will open in a new window

Use the information from the Categories booklet and be prepared to complete this in one sitting 30 - 40 minutes.

Always include the End Date -

for INCOME, use your expected retirement age (65) or other

example - birthdate 30th June 1980 then 30th June 2045 is END DATE

for REGULAR EXPENSES, use the date at your age 100

example - birthdate 30th June 1980 then 30th June 2080 is END DATE

ALL EXPENSES ARE AUTO CALCULATED TO THIS DATE - ONLY CHANGE AS NECESSARY

Incomplete or Incorrect data cannot be processed

DUE TO VOLUME WE OFFER ONLY ONE REPORT PER PERSON

Ready to get started? OK - then just click the button below.

Just so you know...

Your information is securely stored and NEVER shared with anyone or any organisation.

The data you provide is used for illustrative purposes of financial projections specifically created just for you.

You are not asked to provide any identifying information other than first name and email. (already provided)

If you do not proceed with Money Rules, your details will be deleted from the main database within 14 days.

Are You Ready To Change Your Financial Life?