Resources

Financial Virtues Survey

Take a short quiz to see if any of these common behavioral biases may be showing up when it comes to your money.

Download the Personal Document Locator

This Personal Document Locator is simply a detailed list of where you store your important records and papers and who your primary advisors and contacts are. This list will assist your loved ones in the event of your death or disability.

Download the Guide to Starting or Buying a Business

Thinking of starting a business? You have many options such as starting something new, buying a current business, or opening a franchise. This guide reviews some of the risks and benefits of each of these options, along with some helpful starting information.

Download the Guide to Planning Concerns for Divorcing Couples

Divorce is one of life’s most stressful events. This guide will provide you with some starting information about financial concerns for couples going through a divorce.

Download the Guide to Money Issues that Concern Married Couples

If you’re engaged to be married soon, congratulations! It’s an exciting time of life. To help you and your soon-to-be spouse start off on the right foot financially, here’s a guide to some of the important conversations to have before your wedding day, or soon thereafter!

Download the Guide About Planning for Remarriage

If you’re getting ready to remarry – congratulations! As you and your partner prepare for this new journey, there are important financial decisions to make and conversations to have. This guide reviews those topics and provides some discussion points for you to get started.

Recent Blogs

Essential Planning for Career Change

Essential Planning for Career Change

Well, congratulations on the new job! Excited? I hope you are!  Whether career change means you are stepping into an executive role,  moving to a new company, or changing industries altogether, there’s a lot to think about. Today we are talking about career...

Essential Planning for Divorce

Essential Planning for Divorce

How do you spell relief? D-I-V-O-R-C-E!  This was my dad’s motto after he and my mom split up. I actually think he had it written on a T-shirt.  Sound cold? Yup. But his motto led me to enhance my career and add CDFA® (Certified Divorce Financial...

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