Free Resources

Financially speaking, most new families I speak with struggle between balancing short term financial commitments (like paying down student loan debt and managing day to day cash flow) with their more long term retirement aspirations. I have created several free resources to address some of these issues. Take a look and let me know what you think!

How To Combine Finances With Your Spouse

Download this FREE guide to learn how to:

  • ​Set financial goals with your partner
  • Inventory your finances, identify account overlap, and integrate accounts
  • Create a strategy to manage your finances together

Student Loan Payment Strategy Guide

This FREE ebook shows you how to:

  • Determine whether you're on the right student loan payment plan
  • Confirm whether or not you are currently eligible for student loan forgiveness
  • Decide whether you should (or shouldn't) refinance your student loans
  • ... and much more!

Free Retirement Calculator

This free retirement calculator will give you a rough idea of where you stand when it comes to preparing for retirement.  It's a basic tool, so you should carefully review your retirement portfolio against the projections, but use it to give you a feel for whether or not you're saving enough to retire.

And if you have a more specific question that isn’t covered in the tools above, you can always schedule a half hour FREE consultation!