Tools for families who want money to feel more intentional
These resources are designed to help you slow down, reflect, and engage with money in ways that support your values and your relationships.
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You don’t need to be “ready for coaching” to begin this work.
Many families start here—using simple tools to explore their money story, improve conversations, and make space for more thoughtful decisions.
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There’s no right order. Take what’s useful, leave what’s not.​​
How to Use These Products
A few notes before you begin
These products are meant to support reflection, conversation, and awareness—not to provide financial advice or tell you exactly what to do.
You can:
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Use them on your own
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Use them with a partner
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Return to them at different stages of life
Some families move quickly. Others move slowly. Both are valid.
If you ever find yourself wanting more personalized support, coaching is available—but it’s never required to make progress here.
Digital Tools
Self-guided tools you can use at your own pace. These are ideal if you want structure without pressure, and reflection without appointments.
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Downloadable and immediately accessible
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Designed for reflection, not perfection
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Grounded in financial psychology
Physical Tools
Sometimes it helps to slow down and work with something tangible. These physical products are designed to live where real conversations happen—on kitchen tables, desks, and bookshelves.​
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Thoughtfully designed
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Created for repeated use
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Family-friendly and conversation-oriented