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Sharing Resources

I love to share resources with my clients!  Take a look below for some downloads that you can use.  I'm not collecting your email, but I would LOVE to hear any feedback!

Please use these resources and share with your friends and family!


Money Date Conversation Cards

Download this PDF card to take on your next Money Date.  It will give you discussion prompts for opening the conversation to talking about your goals.

Talk with your partner about your financial goals!

Net Worth Printable

Know where you're starting!

Download this PDF to print as a starter for organizing your finances into what you OWN and what you OWE.

Money Date PDF Printable Cropped.jpg
Net Worth PDF Printable