Free Family Money Resources

Simple Tools To Help Give Your Money More Direction.

Choose the resource that best fits what your family wants to understand right now.

EXPLORE THE FREE RESOURCES
Start With What Matters Most

Two free starting points. One goal: clearer family decisions.

  • Improve family money direction
  • Learn simple money concepts
  • Explore planning for a child's future
  • Choose one practical next step
Choose Your Starting Point

What Would Help Your Family Most Right Now?

Start with the resource that matches the question you are trying to answer.

I Want Better Family Money Direction

Start with the 48-Hour Money Direction Quick Start if you want a simple way to look at where your money is going and decide what to do next.

START WITH THE QUICK START

I Want To Learn About Building For A Child

Start with The Million Dollar Baby Plan Blueprint if you are a parent or grandparent exploring how starting early can create more future options.

EXPLORE THE BLUEPRINT
A Simple Way To Think About Money

The Six Money Purposes

These six simple categories can help families think more clearly about what they want their money to do.

1

GIVE

Money used to help someone else.

2

LIVE

Money used for the things your family needs today.

3

PROTECT

Money kept available for surprises and unexpected needs.

4

BUILD

Money set aside for something your family wants later.

5

GROW

Money directed toward future opportunities and progress.

6

ENJOY

Money that leaves room for fun and meaningful experiences.

Ask your family: “What do we want this money to do?”
More Resources Are Coming

Keep Building Your Family Money Toolkit.

New educational guides, worksheets, and family activities will be added here as they are completed.

COMING SOON

Family Money Conversation Guide

Simple questions to help families have clearer conversations about money at home.

COMING SOON

Money Direction Worksheet

A simple worksheet for looking at the money in front of you and deciding what needs attention next.

COMING SOON

Kids & Money Activity

A family-friendly activity for introducing children to the Six Money Purposes.

Continue Learning

Ready To Go Deeper?

Explore practical books and educational resources designed to help families make clearer money decisions.