Welcome to the Downloads page. Below are a number of free PDF downloads.
Don’t hesitate to contact us if you have any questions.
For Testing Your Money Psychology:
This abbreviated quiz will indicate whether you might have a dominant tendency toward one of 6 money attitudes. Those include Security, Selflessness, Spontaneity, Free Spirit, Targeted Goals, or Status. Adapted from “Money Habitudes” by Syble Solomon.
Once you understand your tendencies better, you can appreciate your strengths. Try making a few small changes in areas where you are challenged.
A 7-page guide for documenting your ideal retirement. Adapted from Holly’s book, The Mindful Money Mentality: How To Find Balance in Your Financial Future.
An 8-page ebook on all the ways you should expect to receive value from financial advice. Published by one of the foremost researchers in financial planning, Dr. Wade Pfau of Retirement Researcher.
For Business Owners:
A 5-page guide to commercial banking behind the scenes. Shows you how to choose the best banker for you.
About Our Financial Planning Process:
A listing of the general stages and steps involved in our financial planning process.
About Holly Donaldson:
(What is an ADV and why is it important? Click here to learn more.)