Participant Infographic

4 of the most important documents adults NEED

September 1st, 2020 by Jonathan Leidy

Headline Image - Getting Your Ducks in a Row; Documents Adults Need

While we firmly believe life is meant to be lived, we also know that it’s important to have peace of mind in the event of an emergency. We’ve put together a detailed checklist to help you organize your life.

Download the Guide here: Participant Infographic – Getting Your Ducks in a Row Documents that Adults Need

Participant Infographic – Household Budgeting Worksheet

August 11th, 2020 by Jonathan Leidy

Headline Image - Household Budgeting Worksheet

It’s never too early to talk about healthy money habits!

Creating a monthly budget is the cornerstone of good financial habits. Budgeting helps prioritize your spending as you pursue your financial goals.

This customizable budgeting worksheet can help you track your income and spending so you can focus on what’s most important. Simply modify the information below to fit your personal situation. Include the family. Creating a budget together allows you to work towards shared financial goals.

Download Here: Participant Infographic – Household Budgeting Worksheet