Designing Your Economic Masterpiece in a Man's World

Employee Benefit Checklist

A Parent's Resource Guide: Kids and Money

Women and Money Resource Guide (books, podcasts, other resources, etc)

Conversation Starters for Couples on Money

The Family Meeting Checklist

8 Key Strategies to Help Women Entrepreneurs Avoid Financial Mistakes

10 Key Financial Management Strategies for Successful Executives

Smart Strategies for High-Earning Employees to Reduce Tax Liability

Smart Tax Savings Strategies for Business Owners

A Guide for Navigating Company Stock Compensation

Business Exit Readiness Scorecard

The Business Owner's Smart Tax Savings Checklist

The High-Earning Employee’s Smart Tax Savings Checklist

Corporate Due Diligence Checklist

The Exit Playbook: A Strategic Guide to Profitable and Peaceful Business Sales

The Ins and Outs of Giving to Charities and Becoming Philanthropic - Even If You Think You Aren’t Rich

Transaction Due Diligence Request with Checklist