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OxenFree Financial

Resources

Free, because education comes first.

We are committed to making a positive impact on the lives of not only our clients but anyone we encounter. Download our easy-to-use financial documents.

Financial Organization Checklist

A comprehensive checklist for building a well-structured filing system for your financial documents, so critical information is always at hand.

Download 01

Marriage Guardrails

Like the guardrails on a winding road, a set of actions and principles designed to safeguard and nurture a strong, lasting marriage.

Download 02

Budgeting Bundle

“Budgeting is telling your money where to go instead of wondering where it went.” Gain control, build a debt payoff plan, and save for what matters.

Download 03

Compound Interest Calculator

An interactive document that projects the potential growth of your investments from an initial amount and monthly contributions.

Download 04

Estate Planning Questionnaire

A guided questionnaire covering asset distribution, healthcare directives, and guardianship, your roadmap to finalized estate documents.

Download 05

Consultations are free. Conversations are easy.

When you schedule with us, you won’t be visiting with a salesperson. You’ll meet a registered professional with the heart of a teacher.