Free Financial Resources
for Women
Most women I meet are interested in learning more . . .
This page contains some free financial resources for women that I hope you'll find useful. Feel welcome to share them with your friends and family, and be sure to check back from time to time as I'll be adding new resources and information to this page in the future.
Hover over the five images below to learn more and click to get access.
Take control of your financial future! Learn how to take control of your money and keep things simple, while reducing anxiety & increasing your confidence!
Free Guide to Financial Advice for Women
When it comes to your finances, getting organized is a great place to start. Regardless of your situation, I hope you'll find this Excel spreadsheet helpful.
Free
Financial Organizer
for Women
Take control of your finances now and in the future by creating your own financial plan. Get on top of your cash flow, goal setting, retirement planning and more with this free email course.
Free Create Your Own Financial Plan eCourse
This guide will help you think through the different steps required to pursue the comfortable and confident retirement lifestyle you deserve.
Free
Retirement Guide for Women
The following are a collection of 8 free divorce checklists & worksheets from the Institute of Divorce Financial Analysts, the organization that trained me as a CDFA.
Free
Divorce Checklists & Worksheets
This guide will help you understand and think through how Social Security works for someone that's divorced.
