SFC

Our Vision: Our purpose for existing is to provide our clients with hope. To empower our clients with the knowledge to gain financial independence.

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Budget Forms Available For Download            
                                                                
Net Worth Sheet              Excel                                                     
  
Income Sources               Excel
 
Lump Sum Planning         Excel                                                         
 
Cash Flow Plan              sample     Excel     PDF                                 
                                                                                            
  
                                  Useful Links
 
Bankrate Calculator  - See the effects of making only minimum payments on debts.        
 
   
                                                 
                          Past Newsletter Issues
 
   

 

Sherer Financial Coaching Recommended Reading

 

 

 

"Total Money Makeover" Dave Ramsey

"QBQ" (Question Behind The Question) John G. Miller

"Purpose Driven Life" Rick Warren

"The Latte Factor" David Bach

"7 Habits of Highly Effective People" Stephen Covey

"Rich Dad, Poor Dad" Robert Kiyosaki

"The Five Lesons A Millionaire Taught Me About Life And Wealth" Richard Evans

"Simple Steps To Impossible Dreams"  Steven K Scott

 

 

"The Answer"   John Assaraf & Murray Smith