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Money Resources to Build a Strong Financial Foundation
Free Guides, Workshops, and Coaching to Support Your Financial Growth
If you’re looking for free resources to support your money and financial growth, especially as a GenXer, you’re in the right place. Everything here has been created with you in mind.
Start where you are. Choose what fits. Move forward with clarity.
Just getting your bearings?
Maybe life has been busy with kids, parents, and all the daily demands and you’re finally taking a moment to understand where your money is going.
The Financial Clarity Guide is perfect to get you started. Simple exercises will help you explore your questions, your feelings, and your numbers, and start making sense of the “mess”.
Budgeting and tracking without results?
If you’ve tried budgeting with a template, an app, or a spreadsheet, and still find yourself overspending or accumulating debt, you will want to grab my 7-day Savings Reset Challenge.
This 7-day email challenge will help you build a system to support this flow. This is one of four systems I teach inside my coaching container.
Thinking About Retirement?
If retirement is on your mind, I’ve got a couple of tools to help you take action today:
Retirement Ready Checklist
A quick, printable list of key items to consider and improve, perfect for keeping your plan on track.
Retirement Ready Quiz
Answer a few simple questions and get a snapshot of your readiness, complete with clear next steps to make progress.
Need more than downloads or guides?
If downloads and guides aren’t (and haven’t been) enough, and you’re ready to make real progress, I offer hands-on options to help you move forward:
Dive into your current financial picture, see what’s working and what’s holding you back, and walk away with a clear plan to create meaningful progress.
Go deeper with personalized 1:1 guidance, uncover hidden opportunities in your finances, and build a customized action plan tailored to your goals and retirement timeline.