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Tools for the Journey to Economic Freedom

Here you will find financial planning tools from our sponsoring partner Mercer Advisors, including special reports, worksheets, webinars and other morsels of financial wisdom to help guide your journey to economic freedom.
Downloadable PDF
Factor-Based Investing

A science-based investing report highlighting the specific categories and characteristics of stocks that can perform above basic market returns.

Form For Download
Tax Law Essentials

This is your go-to guide to understanding the impact of the new Tax Cuts and Job Act and its game-changing elements.

Form For Download
Setting Your Goals

Your instructions on how to write out your vision and goals for economic freedom. 

Downloadable PDF
How to Give Yourself a Raise

Simple steps you can take to cut expenses so you end up with more at the end of every month.

Downloadable PDF
Spending Plan

How to track your income and expenses allowing adjustments, management and additional savings to occur. This is essential for achieving economic freedom.

Downloadable PDF
Balance Sheet Basics

Know your assets and liabilities so you can chart your progress towards growing your net worth. Instructions, example and sample form included.

Wealth Coaching

Discover your opportunities to grow wealth. It takes an expert Wealth Coach who is also a financial professional to bring clarity to your goals and help you establish a clear pathway to making sound financial decisions.

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More Fuel for Thought

The more you learn, the more energy you have to take you where you want to go. Here are additional money management resources to help further fuel your journey to economic freedom.

Podcast

Play it by ear to learn about everything related to the tools for financial prosperity, based on the science behind achieving economic freedom. Personal finance tips revealed each week.

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Articles

For financial articles, this is the no muss no fuss source for educating yourself on investing, financial planning, estate and tax issues and how to protect the wealth you have built so far.

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