Free Guides
Empowering Resources
We believe that you should have access to resources that will allow you to improve your financial health regardless of whether you work with us or not. Look below to explore some of the free guides we’ve created that can help you on your journey to enhance your understanding of money.
How to Hire the Right Financial Advisor
Have you always wanted to hire a financial advisor but didn't know where to begin?
In this guide, we discuss some important considerations as well as questions to ask when you’re thinking of hiring an advisor.
Emergency Fund Guide and Checklist
An emergency fund is the foundation upon which a secure financial situation is built.
If you need some help with where to start putting together your emergency fund, check out this guide!
How to Plan and Save for College
Does the thought of paying college tuition seem daunting or scary? You’re not alone.
Luckily, the GCM team is happy to share with you this guide with some tips and strategies for education planning.
Financial Expense Worksheet
Are you ready to sit down and take a look at your cash floes?
Use this financial expense worksheet to gain a clear understanding of where your money is going.
School Financial Habits Checklist
By staying organized, you can help keep your finances in order and develop good money habits.
This checklist will give you some guidance on how to manage your money while you’re in school.
Business Emergency Fund
Having an emergency fund for your business is just as important as having one for your personal life.
Check out this guide from GCM to help you figure out if you have enough saved!