Sharing Resources

I love to share resources with my clients!  If you're local to me, you are welcome to come and borrow any finance books from my own personal library.  Take a look below for some downloads that you can use.

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

Business Finance Worksheet

ENTREPRENEURS GET ORGANIZED!

Check out this template for tracking your business finances, including taxes and transfers to personal.  It has a bonus of a total revenue estimator!

Money Date Conversation Cards

TALK WITH YOUR PARTNER ABOUT YOUR FINANCIAL GOALS!

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.