Financial success looks different for everyone. Getting organized and understanding where you are today relative to your goals is a great place to start. Our worksheets, workbooks and blog articles are available for download below. We hope these resources provide you with access to quality content as you work to achieve the goals most important to you.
If you’re looking for more comprehensive options, check out our coaching programs. Our coaching options have been designed specifically for those looking for increased personalization, one-on-one support and accountability.
Downloadable Worksheets
Get started today! Our free 1-5-page self-guided worksheets are ideal for individuals and will help lead you through some of the Wealth Driven Mindset exercises. We are in the process of developing new material. Contact us if you would like to be notified as updates become available.
Know Your
Cash Flow
Establish Your
Emergency Fund
Downloadable Workbooks
The Wealth Driven Mindset workbooks are fillable and provide comprehensive information and organization capability. Our workbooks are provided at no cost to clients who enroll in each of the corresponding coaching programs. If you choose to get started today and later opt to enroll in one of our comprehensive coaching programs, we will apply the cost of the applicable workbook toward your program enrollment.
Wealth Driven Videos
Trending Blog Posts
Financial Insights from Columbia’s One Tough Mother Gert Boyle
Columbia Sportswear’s One Tough Mother was not only tough and tenacious, she was financially responsible and generous. This article pulls from Gert Boyle’s Celebration of Life and highlights the incredible legacy of an Oregon icon.
Birth to Thirty: Actionable Steps to Build a Strong Financial Foundation
Starting too early? No such thing. This article outlines actionable steps to take from early childhood through the beginnings of financial success. Learn about opportunity cost, compound interest, debt, credit, emergency funds, retirement savings and home ownership.
Start to Finish: How to Successfully Launch Your First Fundraising Event
Throwing a fundraiser can be a lot of fun, but it can also be a lot of work. This article describes an event from its vision to execution and provides the framework necessary to help you successfully coordinate your first successful fundraiser.
Modern-Day Philanthropy: Giving Back Through Time, Money and Promotion
Join Wealth Driven Mindset in giving back. The word “philanthropy” often sparks images of a very traditional sense of the word. This article challenges that belief and encourages individuals to give through time, money and/or promotion.
Privilege, Hard Work and my Introduction to Financial Education
Wealth Driven Mindset Founder discusses her upbringing, early influences and how it all relates to her personal financial story. She puts a twist on privilege and highlights the impact that hard work can have on one’s adult life.
What’s a Wealth Driven Mindset? A Look Behind the Financial Coaching Name
Wealth Driven Mindset is not just a business, website or community name. It is an intention and way of living. This article defines wealth as more than money alone and discusses both drive and mindset as they relate to financial productivity.