Pick a place to start.
Explore free financial planning resources and simple checklists to find what fits your season right now.
Every family tree is unique & so is your financial journey.
Each checklist below is designed for a different season of life.
You don’t need to do them all, and you don’t need to start at the “beginning.” Choose what feels useful right now.
5 Money Moves to Make in Your 20s
Simple money habits to build early, without needing everything figured out.
🌱 Often helpful in early growth
Parent's Financial Prep List
Organize your family’s finances and build healthy money habits for future generations.
🍁 Often helpful for family-focused planning
Retirement Readiness
A quick check-in to see what’s in place and what might deserve attention next.
🌲 Often helpful when looking ahead
Debt-free Game Plan
A step-by-step plan to reduce debt at a realistic, sustainable pace.
🌳 Often helpful when creating a clear plan
Grown-up Money Starter Pack
Clear money basics explained without jargon or judgment, especially if you feel behind.
🌿 Often helpful when building a solid foundation
Not sure which resource fits you best?
Take our 7-question Financial Tree Quiz
Or explore more than one list? Growth doesn’t have to be linear.
