Workbook · Read online
Family Wealth Mission Statement
Name your shared values and put your family’s financial purpose into words.
Free
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The Broker’s Table · Resources & workbooks
Bring it to
your table.
Good conversations deserve a next step. Find the guide, workbook, or practical tool to help you take yours.
For your next family meeting
One table.
One table.
A year of conversations.
The Family Money Meeting Bundle
48 scripts · 12 themes
20 minutes at a time
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Visit the full shop15 resources to explore
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15 free guides
Workbook · Read online
The SF2 Family Reporting System
A weekly check-in for school, sleep, family, and friends, with questions for different ages.
Free
Read the guide
Worksheet · Read online
Marriage That Adds: Reflection Worksheet
Reflection questions and conversation prompts for couples building a life together.
Free
Read the guide
Workbook · Read online
The Warrior Ethos Leadership Framework
Explore four leadership commitments with the companion to Dr. Rich Stowell’s episode.
Free
Read the guide
Guide · Read online
The Generational Wealth Starter Guide
An introduction to the money conversations and habits behind a family’s legacy.
Free
Read the guide
PDF · Episode companion
The Family Money Meeting Guide
A practical plan for a twenty-minute family conversation.
Free
Get the guide
PDF · Episode companion
7 Money Scripts Every Christian Home Needs
Seven starting lines for the money conversations at home.
Free
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PDF · Episode companion
The 5-Minute Family Wealth Check-Up
Seven questions to reflect on your family’s financial habits.
Free
Get the guide
PDF · Episode companion
Credit Myths vs Facts for Parents
A short companion to the conversation about credit.
Free
Get the guide
PDF · Episode companion
Teach Kids Money in Under 10 Minutes
Five short money lessons to try together as a family.
Free
Get the guide
PDF · Episode companion
The Seat at the Table
Five shifts to help you practice speaking with confidence.
Free
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PDF · Free starter
Your First Family Money Meeting
Plan a first family money conversation with the four-guide starter pack.
Free
Get the guide
PDF · Free starter
3 Free Mornings: Faith & Money Devotional
Three mornings of reflection from the four-guide starter pack.
Free
Get the guide
PDF · Free starter
Free Wall-Art + Budget Starter
Printable wall art and a budget starting page in the four-guide pack.
Free
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PDF · Free starter
10 Money Questions Every Couple Should Ask
Ten questions for a money conversation together, in the four-guide pack.
Free
Get the guide
Make it a practice
Tools to build with.
0 paid resources
PDFs & digital tools
The Confidence Field Kit
Eight exercises from the Dr. Angela Trego conversation, with print and fillable PDFs.
$9.00
View details
PDF · 10 scripts
Family Money Scripts Starter Pack
Ten age-specific scripts to help you start a money conversation at the dinner table.
$9.00
View details
PDF workbook · 7 chapters
The Family Wealth Workbook
Seven chapters of shared exercises, from money mindset to your family’s Legacy File.
$37.00
View details
PDF · 48 scripts
Family Money Meeting Bundle
Forty-eight 20-minute meeting scripts across twelve monthly themes.
$47.00
View details
PDF & deal analysis tool
Your First Rental
A 90-day learning roadmap with a workbook and an interactive deal analysis tool.
$27.00
View details
PDFs & spreadsheets
Sunday Family Money Meeting Kit
A meeting guide, 52 agenda cards, printables, and an Excel dashboard for a weekly rhythm.
$17.00
View details
PDFs & CSV
Marriage That Adds: Couples Workbook
A 40-page workbook, conversation cards, and a shared money worksheet.
$17.00
View details
34-page PDF · 30 days
Faith & Money: 30-Day Devotional
Thirty daily readings with reflection, prayer, and a practical money prompt.
$9.00
View details
21-page PDF · 5 days
Faith and Money: 5-Day Devotional
A shorter practice with scripture, written reflection, and one step each day.
$9.00
View details
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