Free Resources

Are you clear on where your money is going and growing?
Take this free, powerful self-assessment to uncover blind spots in your financial habits and get clarity on your next steps toward financial stability.

Are you financially well, or just getting by?
Use this checklist to assess your current financial health and identify areas for improvement in savings, debt, insurance, and income protection.

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The smart woman’s secret to maximizing savings.
Learn how to find the right HYSA, what to look for in rates and fees, and how to start growing your emergency fund and short-term savings.

Your money should work as hard as you do.
This guide breaks down how money market accounts work, who they’re best for, and how they can help grow your savings securely.

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Make sure your money goes exactly where you intend.
Use this quick, essential checklist to review and update your beneficiaries on life insurance, retirement accounts, and more, so your legacy stays protected and in the right hands.

Because peace of mind is a gift.
Download a preview page of our Guardian Wishes booklet to begin documenting who you’d want to care for your children and how, just in case.