Women’s Wealth and Wellness Toolkit
Women’s Wealth and Wellness Toolkit
Get Financially Confident and Empowered with the Women’s Wealth and Wellness Toolkit!
Four powerful tools in ONE bundle to help you organize your finances, protect your loved ones, and design your next chapter with purpose. If you’ve ever felt uncertain about your money or unsure where to start, this toolkit is for you.
This is a digital PDF download; no physical item will be shipped, so you can get started right away!
Get Your Toolkit Here!
Original price was: $9.00.$4.50Current price is: $4.50.
What You’ll Get:
All four of Marie’s empowering tools, beautifully designed to help you simplify, secure, and strengthen your financial life:
- Ultimate Home Money Makeover Checklist
Transform your financial habits and bring order to your money life. This month-by-month checklist helps you stay on track with saving, budgeting, and investing so you can say goodbye to stress and hello to financial confidence.
- Bill Paying Checklist
Take control of your cash flow with a clear, organized system for managing bills and due dates. Avoid late fees, reduce overwhelm, and gain a full picture of where your money goes each month.
- Emergency and Estate Planning Checklist
Protect what matters most by ensuring your loved ones have access to key information when they need it. This fill-in-the-blank checklist helps summarize key information and your wishes all in one place to plan ahead for peace of mind.
- Redesigning Me Vision Board
Create a new vision for your life, especially after major transitions such as divorce, widowhood, or other life changes. This inspiring tool helps you refocus on self-care, gratitude, and growth while shaping the future you want to live.
Original price was: $9.00.$4.50Current price is: $4.50.
Why This Matters:
True financial wellness is about more than balancing numbers. It’s about feeling prepared, grounded, and confident in every season of life. If you’re rebuilding, reorganizing, or reimagining your future, this toolkit offers the structure and encouragement you need to move forward with clarity and purpose.
Each checklist and tool is thoughtfully created to save you time, reduce stress, and help you live life on your own terms, with your finances and wellbeing working together in harmony.
What stage of life can I help you with?
- I’m recently widowed/divorced »
- I’m just starting out on my money journey (Ages 16-22) »
- My son/daughter is getting married soon »
- I want my family to be prepared for all life events »
- I just had a baby »
- I am ready to take steps to be financially organized »
- My children moved out of the house »
- I am retiring soon »
- I want to make sure my family has all my important information when I am gone »
- I don’t know where to start »
Your Financial Advocate
MARIE BURNS, a Certified Financial Planner (CFP®), has been advocating for clients’ financial health for more than 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and educates women in her education business, Mind, Money, Motion. She also has a Phoenix-based independent advisory practice, Focus Point Planning, where she offers financial planning and wealth management. She is a volunteer ambassador and board member for The Financial Awareness Foundation, a member of the Financial Planning Association, an author of a financial checklist book series, and podcast host of Mind, Money, Motion.
You can also find Marie Burns at her Focus Point Planning website.
What others using these money tools 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!