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Dollars and Sense Family Finances Book Series by Paul W. Lermitte
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Dollars & Sense Worksheets

These worksheets are free for you to use and match the worksheets in the books.

Allowances, Dollars & Sense

1.1 – Our Allowances Contract 1.2 – Allowance Tracker 2.1 – Treats Planner for Parents 3.1 – Kid’s Bank Money Tracker 4.1 – Wise Purchase Plotter 4.2 – Kid’s Vacation Planner 5.1 – Kid’s Inventory 6.1 – Positive Blessings 6.2 – Gift of Giving Contract 8.1 – Kid’s Cash Flow 8.2 – Kid’s Budget Planner 8.3 – Kid’s Investment Calculator 9.1 – Lifetime Goals 9.2 – Powerful Achievement

Dreams, Dollars & Sense

2.1 – Our Loan Contract 2.2 – Loan Repayment Planner 4.1 – Business Builder Worksheet 5.1 – Part-Time Job Inventory 6.1 – Investment Calculator 9.1 – Wishlist Worksheet 9.2 – Critical Decision-Maker 9.3 – Family Theme Worksheet 12.1 – Teen Purchase Planner 12.2 – Shopping Planner Worksheet 12.3 – Teen Cash Worksheet

Decisions, Dollars & Sense

1.1 – Money Skills Inventory 1.2 – Dreams Worksheet 5.1 – Setting Financial Goals 10.1 – CashFlow 10.2 – Scenarios Diagrams 10.3 – Investing Options 11.1 – Investment Comparison 11.2 – Personality Tests 13.1 – Personal Priorities 13.2 – Career Goals 13.3 – Career Paths 14.1 – Summer Job Inventory 15.1 – Investment Outcomes 15.2 – Investment Terms 15.3 – Accredited Financial Advisors 15.4 – Planning Expertise

A Legacy of Dollars & Sense

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Coming soon

Dollars And Sense Plain

Vancouver, British Columbia, Canada
[email protected]

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Paul W. Lermitte

Financial Advising for Family Businesses

  • planning for family business succession right from childhood
  • transitioning the business from one generation to the next
  • retirement planning for family business owners
  • optimizing the business for success

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