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Financial Planning Resources

What matters to you matters to us. We’re here to help. Whether you’re just starting out on a new journey, halfway there, or ending a major chapter in your life, we’re here every step of the way. Check out some of our helpful financial resources to guide you on the path to financial freedom and success.

Resource Tools to Help Direct Your Financial Transitions

Ready to see adifferent
financial future for yourself?


Women in Financial Transition

“This book is a must read if you see change and disruption coming your way. Read it and keep it as your companion if you are contemplating, preparing for, or experiencing a major change in your life. We are born to manage change and transitions, this book makes it easier to reassemble the pieces of your life and shape the next chapter the way you want it to be.”

—Susan Bradley, Founder of Financial Transitionist
Institute (FTI), Founder of Sudden Money Institute