• Home
  • Order Your Financial Counselor Notebook Now
  • Playing the Money Game
    • The Six Areas of Financial Planning
    • Your Master Plan
    • Financial Independence
    • Goal Setting
    • The Financial Pyramid
    • Credit Cards
  • Financial Planning Principles
    • Cash Flow
    • Risk Management
    • Investing
    • Taxes
    • Retirement
    • Estate Planning
    • Goal Setting
    • Do Your Balance Sheet
  • Working with a Financial Counselor
    • Overview
    • Melissa Shaw, CFP®
    • Do It Yourself
  • Contact Us


“The secret to successfully saving money is to learn to pay yourself first.”


Wholesale Financial Counselor Notebooks Available 
The Financial Counselor Notebook is your Personal Financial Organizer.
Bring direction and focus to your financial life.
Click here to order your Financial Counselor Notebook today.