Helpful Documents
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.
A Guide to Unfinished Business
The intent of this guide is to help you with the unfinished paperwork and decisions that
can be overwhelming after the death of a loved one.
We hope this information will help make the coming days and months a little easier.
Please reach out directly if you have questions on leveraging our resources. We would love to help you during such a delicate time.
Peace of Mind Checklist
If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items.
We created this Peace of Mind Checklist to be a simple tool for organizing the vital documents of your life.
We encourage you to share this checklist with your close family members and friends. This may be one of the easiest, but most valuable gifts you can give yourself and your family.