About
Coaching
Contact

About
Coaching
Contact

Resources

Budgeting

Paycheck Calculator

Spending Plan Worksheet

Credit

AnnualCreditReport.com - Official site for free annual credit reports

Debt

Mortgage Calculators - A collection of robust mortgage calculators

PowerPay - A free debt repayment strategy calculator

Financial Aid

FAFSA4caster - Estimate expected family contribution and financial aid eligibility

Federal Student Aid Loan Simulator

Free Application for Federal Student Aid (FAFSA)

Goals & Values

Life Values Inventory

Investing

Fund Analyzer - Find and compare mutual fund expenses

Investment Risk Tolerance Quiz

Portfolio Visualizer

Retirement

Open Social Security - A free, open-source Social Security strategy calculator

Social Security Benefit Calculators

Taxes

Income Tax Calculator

IRS Tax Withholding Estimator

My Credentials

Client Resources

Financial Coaching Agreement

Client Information & Financial History

Financial Well-being Scale (FWS)

Money Beliefs Assessment (KMSI-R)

Financial Self-Efficacy Scale (FSES)

Spending Plan Worksheet

Investment Risk Tolerance Quiz

Financial Coaching Session Rating Scale

More Resources and Links

Website Disclaimer

This website is provided “as is” without any representations or warranties, express or implied. Dylan L. Ross makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. Dylan L. Ross will not be liable to you in relation to the contents of, or use of, or otherwise in connection with, this website. By using this website, you agree that the exclusions and limitations of liability set out in this website disclaimer are reasonable.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About
Coaching
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