Free Downloads: Welcome to the Downloads page covering money, finance and money psychology.
Don’t hesitate to contact us if you have any questions.
Free Downloads For Pre-Retirees:
Beyond the Numbers: What’s Retirement Money For?
- A 7-page guide to crafting your ideal retirement. Adapted from Holly’s book, The Mindful Money Mentality: How To Find Balance in Your Financial Future.
What’s The Value of Financial Advice? By Wade Pfau, Ph.D., CFA
- How to receive value from financial advice. Published by one of the foremost researchers in financial planning, Dr. Wade Pfau of Retirement Researcher.
Free Downloads For Business Owners:
Small Business’ Guide to Business Bankers
- 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.