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Financial Wellness Center

The route to financial wellness begins with both data and self understanding. One or the other is not going to be enough. Here i provide the tools to guide you to a baseline of what you need to know to ground yourself in financial awareness and wellness.

Financial Calculators

Know Your Total Expense Calculator

Self-evaluation Tools

My Inventory PDF tool
Money Mindfulness Assessment
Your Money Life in Color, a sample financial plan

Money DNA and Money Narrative

Articles

Fish Tales: Financial Advisors' Biggest Lies - Asian edition

Can My Child Learn about Finance If I Am Financially Illiterate?

Financial Advisor or Money Coach – Which Do You Need?

Estate Planning: Avoiding a Family Feud

Dear College Student

Junk Bond Fiasco - The Rot at the Root

Post Nuptial Agreements - Don't Leave Home Without One

Who Is The Monkey Now?

Books

Mind over Money: Overcoming the Money Disorders That Threaten Our Financial Health by Brad Klontz & Ted Klontz

Financial Infidelity: Seven steps to conquering the #1 relationship wrecker by Bonnie Eaker Weil

Your Money or Your Life by Vicki Robin

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