Resources
Build Financial Wellness Together
Learn how to communicate about money, reduce financial stress, and build a financial rhythm that supports your life together.
Build Financial Flexibility FREE Resources
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Build Financial Flexibility Premium Resources
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Checklists
Workbooks
Download the Divorcing? A Resilience Checklist Now
Download the free SOS Emotional Spending Toolkit
Download the “I Do” to “Financially Ever After” Checklist Now
Download the Prenup Agreement Conversation Checklist Now
Download the Preparing for a Baby Checklist Now
Download the Financial Flexibility Starter Kit Now
Download A Couples Connection Date Prompt Now
Download Difficult Conversations Now
Download the Legacy Binder Checklist Now
Download the Premarital Money Checklist Now
Download Financial Tips for Leaving an Abusive Relationship Now
Download Handling Money Conflicts Tool Now
Download Start Your Private Practice (California) Now
Download A Mindful Money Prenuptial Conversations Workbook Now
Download From Crisis to Connection & Resilience Now
Download Money Attachment & Us: Talk More, Argue Less Now
Download the SMART Goal Workbook Now
Download Couples Values Now
Download Money Date Prep Exercise Now
Download Money Values Mission Statement Now
Download My Core Values Now
Download Spending Stoplight Activity Now
Download The Financial Safety Anchor Now
Build Financial Flexibility Spreadsheets
Check out my digital spreadsheet resources to help you create money management systems that lead to wealth building both financially and emotionally and financially.
Select individual spreadsheets based on where you are at or buy the whole suite!
Magic Money Suite
Create Financial Intimacy:
Downloadable spreadsheets to easily connect you with your net worth
Clarity tools to make mindful financial decisions and increase financial transparency
Confidence builders as you navigate your way to wealth and life satisfaction
The Suite Includes:
- Networth Tracker
- Money Story, Beliefs, and Values Prompt
- Values-Based Budget
- Goal Setting
- Financial Intimacy Calendar
- Money Date Script
- Purpose Statement
- FinFlex Network
- Debt/Save Thermometer
Get the Magic Money Suite Now
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How to Combine Finances Before Marriage
Combining finances before marriage can feel surprisingly… activating. Like, “we love each other, why does this conversation suddenly feel like a pop...
Premarital Money Questions Every Couple Should Ask
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