Complementary Resources
Whether you are double checking your retirement plan, planning for college, organizing your legacy for the next generation, or navigating divorce, these tools are designed to help you organize your thoughts and prepare for conversations with your professional team. Take what you need, at your own pace.
These resources are educational and do not constitute specific investment, tax, or legal advice. Think of them as the pre-flight checklist for your financial journey.
Strategic Planning Tools
Investor Risk Profile Analysis
This analysis assesses your financial situation and investment goals to find the balance between the returns you need and the volatility you can tolerate.
The College Funding Strategic Planner
Funding a child’s or grandchild’s education is a major commitment. This tool helps families take a clear look at projected costs and available assets to create a strategic approach to education savings without compromising other retirement goals.
Tools for Mastering Financial Logistics
Everplans: The Just-in-Case Digital Vault
Everplans helps you organize the messy details of life—from legal documents and digital passwords to the location of the spare key—in a secure, shareable vault. It’s a step-by-step guide to ensuring loved ones have what they need.
Your Legacy Beyond the Ledger: The Ethical Will
A legal will handles your assets; an Ethical Will handles your values. Use this guide to capture the stories, lessons, and beliefs you want to pass down to the next generation. Think of it as the ultimate guide to who you are and what you believe.
The Now-Soon-Later Prioritizer
During a major life change, every task feels urgent. This tool helps you categorize your to-do list into three buckets: what needs attention Now, what can wait until Soon, and what is a Later concern. It’s a simple way to reclaim your focus.
The Retirement Toolkit
Preparing for Retirement: The Often Overlooked Decisions that Shape the Future
As you get closer to retirement, the game changes: the skills it took to build wealth are different from the ones required to turn it into lifelong income. Our new guide is a practical, jargon-free look at the choices that impact your income in retirement, from your withdrawal sequence to the way taxes, inflation, and healthcare costs can erode a plan.
Five Reasons to Build a Retirement Plan
Why do some retirements feel like a constant worry while others feel like an adventure? It usually comes down to the plan. This guide outlines the five critical risks—from medical inflation to longevity—that a robust retirement strategy is designed to address.
The Retirement Lifestyle Workbook
This workbook moves past the spreadsheets to help you envision the daily reality of your retirement. From budgeting for travel to identifying new purposeful pursuits, this helps you map out a life that is both financially and personally fulfilling.
The 2026 Social Security Planner
Claiming your Social Security benefit isn’t a set it and forget it decision—it’s a strategic math problem. This guide helps you navigate the trade-offs of the “8% increase” for waiting, the impact of recent tax changes, and how to avoid the earnings trap if you’re still working.
Resources for Navigating Divorce
The Divorce Comprehensive Workbook
Navigating a divorce is overwhelming. This workbook helps you organize your financial picture into clear, net-after-tax terms. By gathering the right data now, you can move toward a settlement based on long-term facts.
The Divorce Document Checklist
The first step to clarity is organization. This checklist provides a prioritized list of the legal and financial documents you’ll need to gather to ensure your legal and financial teams have exactly what they need to advocate for your future.
The Parenting Plan Discussion Guide
Decisions about custody and communication are deeply personal. This guide provides a framework for navigating co-parenting, helping parents focus on scheduling, communication, and consistency for the children involved.