Life Guides

Some of the Life Guides are event specific, such as marriage, moving, death, divorce, retirement and inheritance. Provide them to clients or prospective clients with a current need for that specific information. Other Life Guides are more general in nature, such as teaching kids about money, general finances, emergency planning and business continuation and protection planning. In addition to providing them to individuals, consider providing copies to affinity groups. For example, you could provide a copy of the Teaching Kids About Money Life Guide to members of a local PTO/PTA.


The Life Guides are available in two formats: "fillable" PDF forms that can be completed and saved in the Acrobat Reader, or standard PDF forms that can be printed and completed manually.

  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Special Needs Children
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance