Resources, Tools, and Freebies

Financial tools to help you on your journey so you can experience less worry and more life!

Wherever you are in life right now, there is a Money Checklist Bundle just for you.

My Net Worth Overview

Start building better financial habits and get financially organized with a net worth statement checklist. Get yours today and download instantly!

Financial Tools

Financial tools to help you on your journey so you can experience less worry and more life! 

Money Checklist Bundles for Every Stage of Life

Wherever you are in life right now, there is a Money Checklist Bundle just for you.

Suddenly Single

Divorced, Widowed, Separated

Retirees

Soon to be/Currently Retired

Empty Nesters

After Your Kids Leave Home

Parents

Preparing for/Raising Children

Marriage

Getting Married/Already in a Partnership

Single Adults

Living on Your Own as a Single Adult

Youth

Living at Home/Parents with Students

Everyone

The Money Checklist Bundle for Every Stage of Life

Freebies

Financial tools to help you on your journey so you can experience less worry and more life!

Financial Planning Calendar

Use this checklist calendar to make sure you are always updating crucial documents and reviewing your finances to keep up with life’s changes.

The Essential Planning Checklist

Organize and document essential information with this checklist. Get started on your planning with this free checklist!

Information about your home graphic

Information About Your Home Checklist

Gather your important home information and records with this free checklist.

Choosing a Guardian For Your Children Worksheet

This worksheet will help you determine who you should name as a guardian for your children. Get started on your planning with this free checklist!

Autopilot Your Finances

Use this checklist to take the stress out of your money life and automate your financial success.

What others using these checklists have said:

Super helpful and easy to read!

All of the checklists are super helpful and easy to read. It’s just making time to do them that is hard but I’ve made a goal for myself to do one thing a week that hasn’t been done. I do feel good when I can check something off that I’ve already done too!

Breanna S.

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The Solo Journey Challenge

The Solo Journey Challenge

By choice or otherwise, 90% of us women will be left solely in charge of our household finances. Whether you become suddenly single through divorce...

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What’s For Dinner?

What’s For Dinner?

Sorry, if you started reading in order to pick up some recipes or meal ideas, I may have misled you. But now that I have your attention, are you...

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I Am Not My Body, Are You?

I Am Not My Body, Are You?

National Nutrition Month Even though I was a Registered Dietitian over two decades ago, I still remember that March is National Nutrition Month....

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The Gift Women Really Need

The Gift Women Really Need

Beyond Valentine’s Day When I shared the first draft of my financial checklist book with a publisher years ago, his reaction surprised me. “This is...

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