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 donā€™t stop at providing information; they encourage interaction ā€” featuring checklists, reflection questions, and spaces for personal notes.

GET A WORKBOOK

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.

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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.

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When Life Happens Mini Course

Get ready with our prerecorded video guide, designed to lead you through each section of your workbook at your own pace (Workbook included).

Coming soon.

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Join our community corner for weekly YouTube updates! Discover the importance of our workbooks and how they can transform your learning journey.