Resources

Welcome to our Resource Page, your one-stop destination for enhancing your financial knowledge and skills. Whether you're looking to dive into a good book, download helpful documents, or watch informative videos, we've got you covered.

Recommended Books: Explore our curated list of must-read books that will empower you with insights and strategies for financial success. From budgeting to investing, these titles are handpicked to help you master your money.

Recommended Documents: Download our selection of practical documents designed to assist you in various aspects of financial management. These resources, including budgeting, savings guides, and financial planning tools, are here to support your financial journey.

Videos to Watch: Watch our collection of educational videos that cover a wide range of financial topics. Gain valuable tips to improve your financial well-being, all at your own pace.

Our goal is to provide you with the best resources to achieve financial clarity and confidence. Start exploring now and take the next step toward your financial success!

Recommended Books

  • Family Financial Freedom by Laura Henry-Pugh

  • Financial Independence by Laura Henry-Pugh

  • How Money Works by Tom Mattews/Steve Siebold

  • Money Magic by Deborah Price

  • Money Wealth Life Insurance by Jake Thompson

  • Look Before You LIRP by David McKnight

  • Stress-Free Retirement by Patrick Kelly

  • Tax-Free Retirement by Patrick Kelly

  • The Power of Zero by David McKnight

  • The Prosperous Path by Laura Henry-Pugh

  • The Retirement Miracle by Patrick Kelly

Recommended Documents

Financial Portfolio

Your ultimate tool for assessing and optimizing your financial accounts.

Important Documents

Life can be unpredictable, but your preparedness doesn't have to be. Introducing the "Important Documents Checklist" – your essential tool for organizing critical legal, financial, medical, professional, and account information in a single, secure location.

Holiday Budget Checklist

With this checklist, you'll stay organized, save money, avoid overspending, allowing you to truly enjoy the holidays!

Financial Tools & Apps

Managing your finances can be challenging, especially when you’re juggling student loans, rent, and everyday expenses. Without the right tools, it’s easy to feel overwhelmed and unsure of how to make the most of your money.

How is Your Money Taxed?

Your key to understanding and optimizing your tax situation.

Videos coming soon