Todd Larson

Five Uses of Money Tool: Excel Spreadsheet

Tools and Resources: Client Tool
January 2014

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A visual and numeric tool to help clients understand how, among the five uses of money, their money is distributed. This is an excel spreadsheet that translates dollar amounts into a visual image of relative size among the five uses.

About the Speaker

Todd Larson

Larson, Reynolds and Associates

Todd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd has been in practice with Ameriprise serving clients for the past 25 years. As a Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.

Todd Larson Five Uses Transferable Concept Transferable Concepts Budgeting Cash Flow Five Buckets Budget

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Todd Larson

Five Uses of Money Tool: Excel Spreadsheet

Tools and Resources: Client Tool
January 2014

Description Log in to mark as a favorite

About the Speaker

Todd Larson

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Todd Larson

Five Uses of Money Tool: Excel Spreadsheet

Tools and Resources: Client Tool January 2014

Description Log in to mark as a favorite

About the Speaker

Todd Larson

Find a Professional

CKA® Designation

Membership

Events

Training

Resources

Partners

About

Tools and Resources: Client Tool
January 2014

CKA^® Designation