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Kathleen Anne Co. > Resources

Resources

Welcome to our library packed with resources to help jump start you on your journey to success.

All free items can be accessed by signing up to gain access to our Free Resource Library.
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PDF Resources

All PDFs are a Google Drive files. They are fillable using DocHub (free) online, fillable after downloading, or they can be printed.

7-page Goal Planning Workbook

7-page Goal Planning Workbook

Use this workbook to determine what short-term and long-term goals you need to accomplish on your journey to financial freedom and success.
Download

Plan and Track up to $4,450 in Savings

Plan and Track up to $4,450 in Savings

Get in it for the long haul with this large scale savings planner and tracker. With up to $4,450 of bubbles to fill in, you can track your savings for whatever you have your sights set on.
Download

First $1,000 Savings Challenge

First $1,000 Savings Challenge

You're ready to build your emergency savings fund and you're dedicated to getting $1,000 into the fund ASAP. Use this savings challenge printable to keep you inspired, motivated, and on track!
Download

Home Buying Checklist for Renovators

Home Buying Checklist for Renovators

Renovating a house can be a great way to get your dream home at a discount. But don't accidentally buy a lemon! Take this checklist with you house-hunting and make sure you're prepared to spot potential disasters.
Download

Tutorials and How-To's

Coming soon!

DISCLAIMER: I earn from qualifying purchases. This page contains affiliate links which will reward me monetarily or otherwise when you use them to make qualifying purchases. I only recommend products or services that I use and LOVE.

My Favorite Tools

Things I love and use

wealthfront cash account

I use Wealthfront cash accounts for long-term savings when I need to beat inflation. Wealthfront currently gives you a 4.00% APY. If you use this code linked below, you get an extra 0.50% APY bonus for 3 months once you fund the account!

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wealthfront Roth IRA

I use a Wealthfront Roth IRA account for my own retirement savings. Wealthfront currently offers robo-investing and self-investing accounts. If you use this code linked below and you’re new to Wealthfront’s investing accounts, you’ll get an additional $5,000 managed for free!

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Behind the scenes

Products I use to make things happen

VIP Legal Bundle

The legal side was something I was really stressed about, so I decided to invest in quality plug and play templates to protect my company and myself for years to come. I literally made my legal pages while my one-year-old ate dinner.

Click here

Behind the Biz

Kathleen Anne

The Creator, Editor, Designer, etc.

Your guide to success and financial freedom. Your go-to place to learn everything about finances, affordable living, and how to create wealth without having to be super rich.

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