New — Online Delivery Now Available! Order Your Financial Counselor Notebook Today.

The Financial Counselor Notebook contains everything you need to give direction and focus to your financial life.

It helps single people stay in control of their finances, and it is an essential tool for organizing and sharing financial information between spouses. Financial advisors like working with it, too.

This easy-to-use notebook contains over 50 pages of forms, worksheets, goal setting ideas, tax and credit card information, and step-by-step instructions that will bring insight and clarity to the difficult financial decisions we all face. The “Money Game” is much easier to play and WIN when you understand the rules.

Order your Financial Counselor Notebook today. It’s an excellent step toward being financially responsible.

E-Book Edition

Immediate online delivery; does not include binder and tabs.

Notebook Edition

Plus $5.99 shipping and handling.

All pages clipped into a handsome 3-ring binder with tabs. Buy with confidence through Amazon.com.

Finances and tax returns have always been difficult to think about, but when it’s all organized in the Financial Counselor Notebook, it begins to make a lot of sense. It’s almost like I understand how our finances work, and I can be interested in talking about them! 

— L.B., Irvine, CA

Working with the Goals section of the Financial Counselor Notebook has helped us outline what we want our lives to look like. It goes right along side our estate plan, and we feel more empowered to stay married and build net worth together!

— S.M., Laguna Hills, CA

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