Guides and Resources
Each guide below is free to download. They’re designed for families approaching retirement who want to think more clearly about the decisions ahead – the financial ones and the personal ones. No jargon, no sales pitch. Just practical tools to help you move forward with confidence.
If Something Happened Tomorrow
What Your Spouse Will Need to Know
A quick checklist to help you see what’s fully protected – and what your spouse would be left to figure out on their own.
Life Beyond the Numbers
A Guided Retirement Conversation Workbook for Couples
Guided prompts to help you and your spouse get on the same page about what you actually want retirement to look like.
The Essential Estate Plan Update Guide
Review Your Documents, Fill the Gaps, and Protect the People You Love
A practical toolkit to help you understand what you have, spot what’s outdated, and protect your family from a confusing process.
Giving With Purpose
A Workbook for Families Who Want to Give With Clarity and Intention
A simple framework to help your family connect your giving to your values – and see how it fits comfortably within your retirement plan.
Personal Financial Plan for Business Owners
A 6-Step Guide to Clarity, Control, and a Plan You Can Trust
A step-by-step workbook to help you see your business and personal finances on one page – and understand what you’ll actually need after your exit.
Investing in Their Future
Education Planning for Grandparents
A clear guide to helping your grandchildren with college without putting your own retirement security or family harmony at risk.
Have questions about any of these topics?
We’re happy to talk through what’s on your mind – whether you’ve read one of these guides or you’re just starting to think about retirement planning. Schedule a free 20-minute conversation with no pressure and no sales pitch.