Free Resources to Support Your Financial Journey
Single Women’s Financial Checklist
Identify the essential areas successful single women need to address for financial confidence and independence. This straightforward checklist helps you identify your financial strengths and opportunities while showing you exactly which areas need attention, common blind spots to avoid, and how to build wealth on your own terms - helping you create a life with more options and less financial stress.
Smart Money Essentials
Master the fundamental rules for choosing and using bank accounts and credit cards wisely. Download the Smart Money Essentials Guide that shows you exactly what features to look for, common fees to avoid, and how to maximize rewards - helping you make smarter decisions with your everyday financial tools.
Plan for Future with a 529 College Savings Account
Discover the facts about saving for your child's education. This straightforward guide shows you exactly how 529 accounts work, common questions to consider, and how to maximize your college savings strategy - helping you make confident decisions about your child's future.
Find Funding for College
Understand the key facts about navigating student financial aid effectively. This straightforward guide shows you exactly how FAFSA and SAI work, common application steps to understand, and how to maximize aid opportunities - helping you make informed decisions about college funding.
Simple Savings Hacks Masterclass
Learn the essential strategies for starting and growing your savings effectively. This straightforward 20-minute masterclass shows you exactly which everyday tools to use, common mistakes to avoid, and how to maximize your saving potential - helping you build wealth with resources you already have.
Ready to Feel Financially Self-Sufficient and Confident?
It all begins with a complementary 15-minute chat. During our time, we’ll get to know what’s on your mind regarding your finances and see how we can help.
Note: You do not need to reveal any personal financial information, nor do you need to bring anything with you to the call.