alooola | A decision worksheet

Use these prompts to prepare a conversation. Save a copy and fill it in privately.
This is a general educational worksheet, not individualized financial advice.

DATE:

1. THE DECISION
What exactly am I choosing, and when does the choice need to be made?
Is that a real deadline or simply a convenient date?

My notes:


2. THE FACTS
What do I know from accounts, agreements or other original records?
Note the source and date beside each important amount or condition.
Mark what is still an estimate or needs confirmation.

My notes:


3. THE ALTERNATIVES
What choices are available, including waiting if possible?
What commitments, costs and unanswered questions belong to each?

My notes:


4. THE PEOPLE
Who can answer each open question?
Identify the employer, servicer, advisor, CPA, attorney or other professional
responsible for the relevant part.

My notes:


5. THE NEXT REVIEW
What new information could change the decision?
Who will follow up, and when will I look at it again?

My notes:


Keep private account information and credentials out of general email.
Use an agreed secure channel if a next step requires personal documents.

More resources: https://alooola.com/tools/