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Independent contractor agreement

If you are going to hire someone as an independent contractor, this draft may be a good template for you to start with. Of course, we are NOT providing legal, tax, or financial advice. This document is for informational purposes only. It’s always best to hire a professional.

Draft employment agreement

If you are going to hire someone as an employee, this draft may be a good template for you to start with. Of course, we are NOT providing legal, tax, or financial advice. This document is for informational purposes only. It’s always best to hire a professional.

Lump sum vs. annuity quiz

Should you take the lump sum amount or the monthly annuity? This may be the most important financial question you will ever make. Your financial future is riding on this decision. Sometimes taking the lump sum is the best choice and other times the annuity is better. This short quiz will help you determine what may be the best decision for your situation.
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Independent contractor agreement

If you are going to hire someone as an independent contractor, this draft may be a good template for you to start with. Of course, we are NOT providing legal, tax, or financial advice. This document is for informational purposes only. It’s always best to hire a professional.

Draft employment agreement

If you are going to hire someone as an employee, this draft may be a good template for you to start with. Of course, we are NOT providing legal, tax, or financial advice. This document is for informational purposes only. It’s always best to hire a professional.

Lump sum vs. annuity quiz

Should you take the lump sum amount or the monthly annuity? This may be the most important financial question you will ever make. Your financial future is riding on this decision. Sometimes taking the lump sum is the best choice and other times the annuity is better. This short quiz will help you determine what may be the best decision for your situation.

Pet peeves form

What are those little things that annoy your clients and that can drive a wedge between you and them? Find out! Use this questionnaire to help you better understand their values and their annoyances.

Communication preferences form

Form a deeper and more connected relationship with your clients. Learn how best to communicate with your clients. Talk to them in the “language” they can best understand to build rapport and to ensure your message is being received.

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