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Resources

I hope you find these resources helpful, encouraging, and inspiring. Take what resonates with you, leave what doesn't, and trust yourself to follow the information that feels most aligned with your needs and goals.

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Money As A Tool | This exercise invites you to step back from the emotional weight you carry around money and see it as just a resource.

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This 10 question quiz was developed to help measure your current financial well-being and provide practical steps you can take to improve your situation.

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Explore your repayment options with the Federal StudentAid.gov Loan Simulator.

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This worksheet is designed to help you create a personalized rule for regularly checking your credit report.

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Use this template to help identify the categories in life that require your financial attention, from relationships, health, work, family, responsibilities, and personal wellbeing.

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This retirement calculator helps you estimate how much annual income you would need in retirement based on today’s dollars and then adjusts that amount for future inflation.

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Play several online  games to enhance your learning about everyday financial topics based on FDIC’s Money Smart program.

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Use this tool to explore different payment strategies and understand how paying more each month can reduce interest and help you become debt-free sooner.

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Discover your Money Scripts® with the KMSI-R test, designed to help you identify your deeply held beliefs about money that influence your financial behaviors.

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Verify whether a financial professional or firm is properly licensed and registered with regulatory agencies to help you make informed decisions and avoid investment fraud.

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 Use this worksheet to compare loan offers and see the total cost of an auto loan.

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Arguing over money? This article provides insight on how to create open, respectful communication about money.

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A personality typing system that maps human nature into nine distinct archetypes. When applied to finances, the Enneagram can help reveal more about your relationship with money.

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