Expert-crafted toolsĀ for informed decision-making.
Ā Ā Are you ready to jump-start your life-planning journey?Ā
Simply Stated Workbooks serve as a companion throughout your lifeĀ ā whether you are heading to college or heading to retirement.
Each workbook is designed for a different phase of life and includes:
EXPERT ADVICE
Our workbooks are designed to provide support as you navigate your path, presenting practical guidance.
ACTIONABLE STEPS
Our workbooks serve as a companion through your journey, offering practical advice and actionable steps that are easy to follow.
PRACTICAL TOOLS
Our tools donāt stop at providing information; they encourage interaction ā featuring checklists, reflection questions, and spaces for personal notes.
Need a Little More Support?
Simply Stated Workbooks offers a variety of options that go beyond the workbooks.
1:1 CoachingĀ Calls
Get ready for some personalized
support with three 45-minute
sessions one-on-one! Let's dive in andĀ make progress together.
CorporateĀ Training
Bring our life planning expertise, to your team! Our training will help your employees make the most of their benefits and plan for retirement.
JOIN OUR COMMUNITY CORNER
Join our community corner for weekly YouTube updates! Discover the importance of our workbooks and how they can transform your learning journey.