The Generational Wealth Workbook + Toolkit takes the strategies from The Generational Wealth Playbook and turns them into practical, actionable tools you can use every day. It’s designed for doers; people ready to put pen to paper, track their progress, and watch their financial future transform in real-time.

Inside, you’ll find:

  • Step-by-Step Worksheets: Apply proven systems like zero-based budgeting, debt snowball, and net worth tracking.
  • Visual Charts & Trackers: Stay motivated with progress you can see, from emergency savings to investment growth.
  • Goal-Setting Templates: Map out your short- and long-term wealth goals with clarity and direction.
  • Family Tools: Money meeting agendas, allowance & chores charts, and exercises to teach kids financial responsibility.
  • Mindset Builders: Affirmations and reflection pages to strengthen your wealth identity and keep you focused.

This workbook isn’t about theory; it’s about action. Each page gives you a clear, guided exercise to help you:

  • Organize your money with confidence
  • Break free from debt step by step
  • Build savings and investments consistently
  • Align your family around shared financial goals
  • Create generational wealth you can pass on

Whether you’re just starting or ready to level up, the Generational Wealth Workbook + Toolkit is the bridge between learning wealth principles and living them.

Your future doesn’t change with information alone; it changes when you apply it. This workbook makes sure you do.