Guides
Take something useful away.
Three things you can have today. One is free, two are paid, and all three are written the way Richelle talks, with no jargon and nothing hidden.
Why we ask for your detailsSo we can send you the thing you asked for, and answer you if you reply. We do not sell your details and we do not pass them on.
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What you can get
Start with the free one. If it is useful, the others go further.
Free guide · Free
The High Yield Savings Account Guide
What to know before you move your savings
- What the rate actually means, and why it can change next month
- How to check a bank is FDIC insured, in under a minute
- The limits on how much is insured, and what a couple can do
Online access · $5
The Dinner Presentation, Online
The 5 Power Moves talk, recorded, watch at home
- The full presentation, about an hour
- Watch it whenever you like, as many times as you like
- The handout Richelle uses in the room, included
Digital guide · $10
Five Power Moves to a Tax-Efficient Retirement
The whole framework, written down, with a workbook
- The five moves, in the order they are meant to happen
- A retirement income worksheet with your own figures
- A savings and protection checklist
You have worked hard to build it.
Now let's talk about what comes next.
Whether you are getting ready to retire, already retired, or thinking about your family's future, it starts with a conversation.
No pressure. No obligation. Just answers.