Expert-crafted tools for informed decision-making.

  Are you ready to jump-start your life-planning journey? 

Simply Stated Workbooks serve as a companion through your journey — 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 don’t stop at providing information; they encourage interaction - featuring checklists, reflection questions, and spaces for personal notes. 

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Need a Little More Support?

Simply Stated Workbooks offers a variety of options that go beyond the workbooks.
1:1 Coaching Calls

Get ready for some personalized
support with three 45-minute
sessions one-on-one! Let's dive in and make progress together.

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Corporate Training

Spice up your corporate life
with our workbook, designed to
make life planning a breeze and
bring some joy into the process!

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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).

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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.