Financial Calculators

Sign up below for the weekly Money Management Cartoon and receive the password for the financial calculators on this page. You’ll also receive access to the first three chapters of Doug Lynam’s book From Monk to Money Manager!

Already signed up? Log in below.

Fiduciary Pledge

Finding good financial help is one of the most challenging tasks in becoming a little bit wealthy. Make sure anyone providing you with financial advice or financial services is a fiduciary and signs a fiduciary pledge. If they refuse, walk away.

Here is an example of a fiduciary pledge.

The Fiduciary Pledge

  • I promise to act in the best interests of my clients and operate in good faith as a fiduciary at all times.

  • I will disclose of any potential conflicts of interest between myself or my firm, and our clients, and will always place my clients’ best interests first.

  • I will act prudently, with the skill, care, and conscientiousness of a licensed financial professional.

  • I will not mislead my clients in any way.

  • I will not pay or provide compensation for client referrals.

  • I will not receive incentives or rewards that impair my ability to act in a fair and impartial manner or that compromise the integrity and impartiality of the advice I provide to clients.

This fiduciary pledge covers all services provided by (name of firm) _____________________.

Printed Name  ________________________________

Signature  ___________________________________

Date  _______________________________________