The Simple Financial Check-In You Need
About this episode
Evan Neufeld discusses a simple financial check-in process for couples to align on their finances.
Send us Fan Mail On this episode of the Canadian Money Roadmap, Evan walks through his semi-annual "full financial picture" review process — a simple spreadsheet exercise that tracks net worth, insurance, and estate planning documents — and explains how to use it as a starting point for couples to get on the same page about their finances. 📱 Book an intro call - Cedar Point Pathway retirement planning service 📝Financial Foundations Scorecard - See how you score in the areas of cashflow &...
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