Your Money Journey — From First Dollar to Legacy
A step-by-step financial workbook for every stage of your life — so you always know what to do next.
📞 Free consultation included — Not sure where you are in your journey? Book a free call with Ashley.
Every stage of life. One workbook.
No matter where you are right now, this workbook has a section for you — and a roadmap for what comes next.
Kids (Ages 5–12)
Teach your child what money really is before the world teaches them the wrong lessons. This section gives kids simple savings goals, allowance tracking, and a clear picture of spending vs. saving — so good habits start at the very beginning.
Teens (Ages 13–18)
That first job paycheck doesn't have to disappear. Teens learn how to build a real budget, save toward big goals like a car or college, and get a practical intro to credit — without the scary stuff.
Pre-College (Ages 17–22)
Student loans, dorm costs, and adulthood hit all at once. This section gives young adults a student loan strategy, college fund awareness, and the adult money basics that nobody teaches in school.
Young Adult (Ages 22–35)
Your 20s and 30s are your most powerful wealth-building years — don't waste them. Work through debt payoff, build your emergency fund, make your first investments, and establish credit that opens doors.
Marriage & Family
Two incomes, one plan. This section walks couples through merging finances, mortgage protection, life insurance essentials, and setting up college funds so your kids start ahead — not behind.
Pre-Retirement (Ages 50–64)
These are the years that determine everything. Maximize every dollar going into retirement accounts, eliminate remaining debt, and get the estate planning basics in place so your legacy is protected.
Retirement
Living on a fixed income doesn't have to feel like surviving. This section shows you how to make your money last, preserve wealth across generations, and leave the legacy you always intended.
Most people don't fail at money. They just never had a map.
The WealthRoots Life Stage Progress Workbook gives you the exact framework for your stage — worksheets, goal-setting prompts, and action steps — so you stop guessing and start moving. Whether you're helping a 7-year-old count coins or planning how to make your retirement savings last 30 years, there's a chapter built for exactly where you are.
Ready to stop wondering and start doing?
$10. Instant access. Every life stage covered. And if you want to talk it through with Ashley — that call is always free.
Not sure where you are in your journey? Ashley will help you figure it out — for free, no pressure.