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Checklists and Guides

At Money Mentor Group, we embrace our mission to Educate, Encourage and Empower our clients and community in creating confidence with their everyday money.

Below you will find a variety of FREE tools to increase your financial well-being.

Life Documents Checklist

Do you have all of your important life documents – legal, financial, and insurance? Do your loved ones know where they are?

Financial Prosperity Goal Setting Guide

Financial success doesn’t happen by accident. Learn how to Plan to Prosper. Download our Free Worksheet: “Financial Prosperity Goal Setting Handout”

Stop Fighting About Money

“How to Talk to Your Partner About Money (Without Breaking Into a Fight)” Learn how to improve your love relationship as you improve your money relationship.

Ultimate Tax Prep Checklist

Getting all of your tax prep documents together can be just as daunting as actually filing your taxes! Grab our free Tax Prep Checklist to help you get organized.

Special Event Expense Guide

Personal Saving and Spending Plan

Money and Marriage: The Five Reasons You Keep Fighting About Money!

Is the topic of money a giant flashpoint in your marriage? YOU ARE NOT ALONE!


Money conflict is one of the leading causes of divorce and can test even the best of relationships. But it doesn't have to be this way.


We've created a video to help you and your spouse finally create money harmony! Coaches Alissa and Jane will explain the Five Reasons You and Your Spouse Keep Fighting About Money!


Watch the free video.


Thank you for your interest. You can download your material here. We hope you find the information helpful and look forward to speaking with you soon.