One of the biggest hurdles that get between people and a strong financial plan is an understanding of where they are right now and where they need to go.  This is the first step in getting finances organized.  Successful people choose to understand where they are to make proactive changes rather than blindly floating along with hope alone.

For this reason, Iron Path Wealth Management has created this Organizer to help you figure out where you are with your own financial plan.

Iron Path has identified over 25 broad financial planning topics and over 60 subtopics that all need to be evaluated for a comprehensive financial plan.  This Organizer does not address all of them, but it will help to organize your progress and to identify potential blind spots. 

We are releasing this form to the public to help people make more informed decisions with their money. 

Choose the path of understanding.