Free Resources

I’ve created a few resources that are absolutely free to download. Click on the links below to learn more!

I also encourage you to read my blog - it’s packed full of helpful content.

The Financial Fit Check

Want to know how your finances stack up against the 50-30-20 “rule”? I’ve created an easy-to-use Excel Spreadsheet that you can use to see how your spending and saving compares to the ideal percentages.

Blended Budgets

Discover the three ways to structure your stepfamily's finances for a happier, more harmonious household. Regardless of your stepfamily’s unique situation, there is a structure for your money that will work best for your family.