For Individuals + Groups

1-self-assessment template

Wild Money™ Self-Assessment

A 36-page self-assessment to gauge where you in your journey to financial wisdom. There are 6 sections: Receiving Money with Grace, Spending with Intention, Nurturing Your Nest Egg, Growing Your Gold, Protecting Your Potential, and Giving with Guts.

You’ll also get to fill-in your personal Wild Money™ mandala, to have a visual representation of where you are now.

Get the Assessment


Screen Shot 2015-03-12 at 1.25.55 PMzGuide to Choosing a Financial  Professional

Visit my financial planning website to get this 12-page pdf guide that will help you navigate the choices in finding your financial advisors.

My zGuide to Choosing a Financial Professional will walk you through an insightful and practical process for finding the perfect fit in your future advisor.


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For Financial Planners


fpa 6 templatesCreative Exercises for Opening Up the Money Conversation

This guidebook, specifically for practicing financial planners, introduces 6 Wild Money™ templates for use with your clients.


Get the Guidebook