Is Your Financial House in Order?
Navigating a life transition, preparing for retirement, or starting your financial journey can feel overwhelming. We’re here to provide the tools and support you need to take control of your finances with confidence and clarity.
Where Are You on Your Financial Journey? We have a blueprint just for you!
Explore our curated Money Checklist Bundles to tackle life’s milestones with confidence:
- I’m recently widowed/divorced »
- I am retiring soon »
- My children moved out of the house
- I am ready to take steps to be financially organized »
- I want to make sure my family has all my important information when I am gone »
- I want my family to be prepared for all life events »
- My son/daughter is getting married soon »
- I’m just starting out on my money journey (Ages 16-22) »
- I just had a baby »
- I don’t know where to start »
Experience LESS WORRY and MORE LIFE Around Your Money
With practical resources, expert guidance, and actionable strategies, you can confidently organize your financial life. Start your journey today with:
Checklist Bundles for Stages of Life
A bundle of multiple checklists, easy-to-follow guides and tools tailored to your current phase of life.
Resources and Tools
Access immediately to take control of your finances. From planning your budget to estate-planning checklists!
Blogs, Podcasts, and Videos
Insights and tips to help you use money as a tool and manage your money mindset.
Online Course
Suddenly Single? Start moving forward at your own pace on getting your financial house in order from the privacy of your own home.
Workshop
Learn to organize your finances step by step with the expert-led Get Your Docs in a Row workshop.
Empower Yourself
Create financial clarity and confidence so you can focus on living with less worry and more life!
Embrace Your Next Chapter with a Life Events Vision Board!
Take the first step in shaping your future with a Life Events Vision Board, designed to help you visualize and achieve your goals through intentional planning and creative expression.
Resources, Tools, and Guidance for Every Stage of Life.
Take control of your finances with confidence and clarity—no matter where you are on your financial journey.
Get yours here!
Simplify your financial life with these tools:
My Net Worth Overview
Organize your assets and liabilities to see the big picture of your financial inventory on one checklist.
What Type of Financial Couple Are You?
Take our 5-question Quiz – Learn how to improve your financial health as a team.
Free Workshop
Get Your Docs in a Row – Join CFP® Marie Burns to create a net worth statement that’s both a financial and estate-planning tool.
Best Sellers
Take the First Step Today
Your financial peace of mind starts here!
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Sale!
The Everyone Bundle
Original price was: $29.00.$21.00Current price is: $21.00. -
Sale!
Suddenly Single Course Bundle
Original price was: $39.00.$35.00Current price is: $35.00. -
Sale!
Retirees Bundle
Original price was: $19.00.$12.00Current price is: $12.00. -
Sale!
Empty Nesters Bundle
Original price was: $27.00.$10.00Current price is: $10.00.
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