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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.
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 received his undergraduate degree from Purdue University and a Master of Science in Financial Services from the Institute of Business and Finance. A Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.