Broker Check

Helpful Documents

We put together some helpful documents to make your life easier. Please feel free to browse through our library and put these complimentary resources to use. 

Checklist for Newlyweds

We created this Checklist for Newlyweds as a way for engaged or newly married couples to approach these potentially intense and emotional conversations. We encourage you to share this booklet with family members, and friends, or any children or grandchildren are getting married. It might be one of the most valuable wedding presents you can give. 


Family Financial Workbook

We have found that families who talk about money may do better financially over the long term.

We developed this worksheet to help you explore your financial values, concerns, and priorities and to help you communicate them to your family.

Please use this workbook to introduce financial topics and have important conversations about wealth with your children, grandchildren, and loved ones.


Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!