Financial Tools & Resources
Explore our most popular tools, checklists, and strategy guides designed for two kinds of clients we serve most: Business owners preparing for growth or exit, and corporate professionals building long-term financial freedom.
For Business Owners & Entrepreneurs
Quick Guides
The Business Owner's Smart Tax Savings Checklist
Corporate Due Diligence Checklist
Smart Tax Savings Strategies for Business Owners
Transaction Due Diligence Request with Checklist
Strategy Guides
8 Key Strategies to Help Women Entrepreneurs Avoid Financial Mistakes
The Exit Playbook: A Strategic Guide to Profitable and Peaceful Business Sales
Designing Your Economic Masterpiece in a Man's World
The Ins and Outs of Giving to Charities and Becoming Philanthropic - Even If You Think You Aren’t Rich
Interactive Tools
Business Exit Readiness Scorecard
For High-Earning Professionals (W-2 Executives)
Quick Guides
A Guide for Navigating Company Stock Compensation
Employee Benefit Checklist
Smart Strategies for High-Earning Employees to Reduce Tax Liability
The High-Earning Employee’s Smart Tax Savings Checklist
Strategy Guides
10 Key Financial Management Strategies for Successful Executives
Interactive Tools
Monthly Nut Worksheet
For Families or Cross-Cutting Topics
Conversation Starters for Couples on Money
Family Financial Task Cadence
A Parent's Resource Guide: Kids and Money
The Family Meeting Checklist
Women and Money Resource Guide (books, podcasts, other resources, etc)
The Artisan Newsletter
Get our latest articles along with timely tips and financial insights.
Let's talk!
Phone: (770) 587-0281
Email: mmoore@artisanfsonline.com
1125 Cambridge Square, Suite C
Alpharetta, GA 30009
