Conversations about personal finance
thinking about finance
as a way of life
resources
Budget templates
The ideal choice if you want a personalized financial budget that is tailored to your goals and lifestyle.
links to books
Explore personal finance books that will change the way you look at money.
shop planners
Begin your financial wellness journey by putting pen to paper by creating a roadmap in your own Planner..
finance as a way of life
Improving your relationship with finance
Try something new
Begin exploring your relationship with finance by keeping a finance diary, financial planner and using budget templates. Check out Finance Books Scout Recommends.
Target Specific Issues
If you are great at saving but need help investing, increasing your credit score or want to read about the pro and cons of buying vs renting a home check out our blog posts.
Free Budget Template
Free Budget Template
Financial Literacy seminars
Creating a customized Seminar that works for you
Through my years of experience, I’ll work alongside you to develop an integrated plan to achieve the best template for your organizations needs—often combining brief lessons with interactive Question and Answer sessions. Topics can range from budgeting, saving and investing to interest rates and mortgages.
