Resources

Budget Planner Worksheet

A structured tool developed by Dr. Saundra Whitaker-Bryant to help users organize income and track planned expenses to support intentional budgeting and financial awareness.

Spending Analysis Tool

A reflective worksheet developed by Dr. Saundra Whitaker-Bryant to help users evaluate spending habits, distinguish between needs and wants, and identify opportunities to improve financial decision-making.

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Estate & End-of-Life Planning Resource

Exit Strategy: A Mini Guided Journal for End-of-Life Planning

This guided journal is designed to help individuals organize and document essential financial and personal information needed for estate planning. It provides a structured, practical approach to preparing key details with clarity and intention, helping users reduce uncertainty and support thoughtful planning for themselves and their families.