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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.

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

Image by Sincerely Media

Business Finance Worksheet


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

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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.

Some of my favourite books to recommend!

Your Money or Your Life by Vicki Robin
Die with Zero by Bill Perkins
Quit Like A Millionaire by Kristy Shen & Bryce Leung
Beat the Bank by Larry Bates
The Simple Path to Wealth by JL Collins
The Psychology of Money by Morgan Housel

Money or Your Life - great for giving perspective of our 100 years on the planet and how we choose to spend our time (life energy!) and getting good value for the money.

Die With Zero - always challenging (for my conservative stockpiling mindset) but great ideas about scheduling your bucket list by decade. Your spending won’t be flat.

QLAM - my fave FIRE book and even explains their drawdown and lifestyle choices. Their website Millennial Revolution is also great.

Beat the Bank - Canadian investing basics and you’ll be shocked at the T-REX scores and fees. Lots of charts and graphs

Simple Path - my fave investing basics because of the easy language (also easy audio.) It is American but most still applicable.

Psychology of Money - Great money mindset book with short chapters and stories, and lots of one-liner takeaways. Also check his podcast.

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