Planner Resources

We’ll be using this page to post helpful information, resources, links, tools and planning opportunities. These tools and resources have been curated from years of experience and are available for individuals, families, financial planners and coaches.

Current Events (a.k.a. “COVID-19”)

Money Management

Dealing with Debt

Credit Management

Retirement

Investing

College Planning

Insurance & Wealth Protection

Estate Planning

The LifeSpan Financial Planning, LLC site is an information service only. The financial wellness courses and information provided on this site are for general education purposes only and are not intended to substitute for the advice of your investment, legal, and tax advisors. The subject matter experts appearing on this site must remain 100% unbiased and therefore are prohibited from offering any financial products, investment advisory services, or any financial planning advice.