Financial Guides: Financial Planning


Exponential Wealth

How to create sustainable income for life. Download your copy of our President and Founder, Tim Goodwin’s book for free.


An Investor’s Guide to Your First $100,000 in Investable Assets

Please read the guide and download the printable roadmap and checklist that goes with it to help you pay off debt, save, and begin investing with a goal in mind. Use this tool to reach your first $100,000 in investable assets.


An Investor’s Guide to Finding Your Right-fit Advisor

Finding your right-fit advisor can be challenging. We’ve made a list of things to consider as you look for an advisor you can trust with your retirement.


An Investor’s Guide to the Sandwich Generation – tips for caring for your aging parents

The sandwich generation guide is meant to help those of you taking care of your parents while still raising your children. Deciding the best way to care for your aging parents is a huge decision. In this guide, we address the common feelings of guilt, setting boundaries, a caregiving checklist, a list of all the documents you will need access to (from financial to health care), and different care and insurance options for you to consider.


End-of-year Planning Guide

As the end of the year approaches, consider the following items that may impact your financial, tax planning, and estate planning goals. The guide was made with our team of advisors, a CPA, and an estate planner. It highlights the importance of tax planning, maximizing employee benefits, understanding capital gains distributions, utilizing donor-advised funds for charitable giving, and managing medical expenses.


Retirement Income Guide

Calculate your income in retirement and 30-plus income streams for you to consider to help fill in any gaps in your retirement plan.


Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. Please click here for further information.