Our Tools & Resources

I want people to have the practical tools they need to lead high quality, authentic lives.

- Cheryl Richardson

Get your KOHO card

Download your KOHO card as an alternative to cash. It is a prepaid visa that allows you to spend like cash and earn like credit.

Join us in our free confidence challenge. In 5-minute videos, you can learn the basics of finance and enhance your confidence in financial literacy.

Why should you care about estate planning? Our third conversation is on July 29th at 10 AM EST.

"Life doesn’t always accommodate our schedules. Many times, this type of planning falls into the important but not urgent category."

Have you mastered the art of saving and spending? We created Burn Your Budget as your guide to help you live stress-free with money.

Have you ever tried to have that money conversation with your partner? We created a couple's guide to help you address the topic.

Want to know how much cash you need on hand to purchase your home? We created a tool that helps you plan out exactly what you need.

and get instant access to your “Free Masterlist”

Masterlist

to Prepare and Organize Your Life.