Tools & Resources

Use the tools and resources on this page to improve your business and personal life.

Webinar: Mixing Love & Business

We'll share best practices, accomplishments and collaborations discovered by couples who have been doing it successfully for years - so don't miss out on your chance to learn from people who have been there before!

Enter our Financial Confidence Challenge

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. 

View our Estate Planning Series

Why should you care about estate planning? Watch our series to find out.

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

Get your copy of Burn Your Budget

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.

Get your copy of our Money Conversation Guide for Couples

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