free
resources for you
I built these because I wish someone had handed them to me.
Free, no strings, no sign-up. Just useful.
Updated regularly as I learn and grow alongside my clients.
📖 Guide to Personal Finance
A values-driven guide for taking control of your money — even if you don't know where to start. Covers budgeting, debt, investing, and building toward financial independence. Read the guide here
🏦 Guide to Retirement
A step-by-step guide to building the retirement you actually want — covering every account type, contribution limits, tax strategy, and special considerations for entrepreneurs. Read the guide here
📚 Financial Resource Library
A curated collection of books, podcasts, and tools to help you build financial confidence — hand-picked and aligned with the Intentional Money philosophy. Access the resource library here