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Taking Control of your Finances

Not sure where to start?  Enjoy these free downloads to help you get started with budgeting, saving, and investing. 

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Retirement 101 Workbook

This workbook walks you through identifying your "why" for retirement, and how much you will need in retirement. Contrary to popular belief, we don't need to work until 65 if we have reached our Financial Independence account value!

We will review the different types of accounts, the difference between Roth and Traditional (and questions to ask to decide which is right for you), and opening accounts.

The workbook will review the common investment types, how to determine how much to invest in stocks versus bonds, go over order types when making an investment, and how to assess fees.

How to Invest

The most common question I get is "how do I invest?" This is why I created this one-page investing 101 overview! Quick and easy steps to setup an investment account for those looking for simple.

Budget 101 Workbook

I get it – you want to spend in alignment with your income, but as you near month-end, you find yourself short on cash and not sure how you will make it to the next payday.

You hear how “easy” it is to make a budget but have no idea where to start or get overwhelmed and discouraged going through your prior purchases.

Want to know the secret to budgeting? 🙋‍♀️🙋

Budgets are just a set of guidelines to help you manage your money, and there are multiple ways to create a budget! Click below to download & learn more! 

31 Days of Finances

31 Days of Financial Tips to set our new year up right!  Ranging from 5 minutes to 1+ hours, each day will have us taking control of our financial wellness

7 Money Tendencies

Discover where you fall in the range of 7 Money Tendencies as shared by Rachel Cruze in "Know Yourself, Know Your Money"

Weekly Budget Tracker

Editable weekly calendar for tracking tasks, payments, and daily to-dos

Financial Reflection Wheel

The Reflection Wheel is a simple but powerful tool designed to help us get a graphical representation of the present balance between different financial areas in our lives and identify which will most benefit us by improving.

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The ideas, concepts and opinions expressed are my own for educational purposes, and nothing on this site is to take the place of licensed help or financial advice. All choices and decisions are of your own personal responsibility and I will not be held liable for any losses, injuries, or damages arising from its display or use. Please consult a Certified Financial Advisor if you have questions related to your specific financial situation.

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