Financial Literacy Guides & Workbooks
Embrace the Present, Secure the Future:
An Investing Journal
The ultimate investment research tool. Set goals, identify your risk profile, and keep track of investments you want to make—all in one place. Use this journal to analyze your data so you can make smart investing decisions in the future.
Transcending Horizons:
Embrace, Secure, & Unveil: An End-of-life Workbook
End-of-life planning isn’t something most of us want to deal with. I created this guide to help families and individuals navigate end-of-life planning in advance and make hard times a little easier.
Money Magic Journal:
An Investing Journal for Kids
The Money Magic Journal teaches kids about goal setting, how to evaluate stocks, and the power of the stock market. The perfect gift to help the kids in your life get ahead!
The Value of a Dollar:
The ABCs of Finance for Kids Workbook
The Value of a Dollar is a fun and educational workbook that covers the ABCs of finance—literally! From Assets to Zero-Based Budgeting, they’ll learn essential financial concepts while having a blast along the way.