Resources

WHAT YOU NEED FOR YOUR APPOINTMENT

Getting your documents in order.

Registration Form

Document Checklist

Pre-Appointment Process

INFORMATIONAL GUIDES

Time to build your financial literacy.

managing spending

spending
rules

saving
rules

spending on credit

financial decision

money
goals

catch-up
on bills

disaster checklist

FINANCIAL DEVELOPMENT WORKSHEETS

Resources for you to take control of your finances.

monthly budgeting

tracking
income

tracking
spending

bill caledar

credit review

buying a
home

buying a
car

retirement plan

BUSINESS PLANNING AND DEVELOPMENT

Important guides to create generational wealth.

Empowerment Kit

Business Plan

Marketing Plan

Financial Plan

Testimonials

What Our Clients Say?

Contact Details

Email Address

info@daddsflg.com

Telephone

(614) 664-8829

Office Hours

344 1/2 North 20th Avenue
Columbus, OH 43203

CONTACT US

Let's connect!

 

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