Free Guides

Are you concerned about saving enough for a comfortable retirement? Do you feel frustrated by financial details that distract from what you really care about? Our Financial Planning for Attorneys guide offers a clear and simple plan of action to help you move towards greater financial confidence and control.

https://opalwealthadvisors.com/wp-content/uploads/2023/05/Opal_5_Financial_Planning_Opportunities_for_Attorneys.pdf

Wouldn’t it be great for you and your partner to turn money from a source of conflict into a resource for achieving your dreams? Instead of arguing over finances, you can choose to start on a meaningful journey towards financial freedom—through a more successful money relationship.

https://opalwealthadvisors.com/wp-content/uploads/2023/02/Opal_Aligning_Goals_for_Couples.pdf

Charitable giving is rewarding in itself. What better way to use your wealth than to support organizations you believe in? It’s a great way to align your wealth with your values. There could also be some financial perks involved for the donor. Understanding the different charitable tools can help you give in a way that feels right to you—and is best for your long-term financial health and legacy.

https://opalwealthadvisors.com/wp-content/uploads/2023/01/Opal_Complete_Charitable_Giving_Tools_Guide.pdf

Don’t leave your financial planning for 2023 up to chance. By getting your financial house in order, you can kickstart your success. There’s no better way to prepare for a prosperous 2023! Think about what worked for you in 2022, and what didn’t. How can you improve your financial strategies? Downloading this Financial Planning Checklist puts you in the perfect position for just that—a successful 2023.

https://opalwealthadvisors.com/wp-content/uploads/2023/01/Opal_Ultimate_2023_Financial_Planning_Checklist.pdf

Managing your finances is stressful for everyone. And it can be even more stressful when you’re counted on to navigate a demanding career and keep the family unit strong. In this free guide, the OpalWomen team explores common mistakes many women make when it comes to their finances—so that you don’t find yourself repeating them. Inside, you’ll find the inspiration to overcome “money paralysis,” participate in your family’s financial planning, recognize your value and negotiate for what you’re worth, and much more.

https://opalwealthadvisors.com/wp-content/uploads/2021/03/Opal-How-to-Break-Through-the-Financial-Glass-Ceiling.pdf

Divorce is one of life’s most difficult curveballs and we’re here to help you in every way we can. This easy-to-follow guide details everything you need to know when it comes to sorting your new financial reality such as: important legalities to consider, what you can expect, common mistakes, planning based on income and spending and more. You are about to embark on a fresh new chapter of financial independence. Simply download this free guide and together, we will rebuild your financial future.

https://opalwealthadvisors.com/wp-content/uploads/2019/08/Opal_What_You_Need_to_Know_About_Divorce_and_Money.pdf

For better or worse, the most reliable predictor of financial success is something that's easy to overlook—our money mindset. We believe that there is a very real link between a person’s outlook and their reality. Simply put, a wealthy mindset sets the stage for a wealthy life. But what does this mean in practical terms? Download this free guide for actionable steps for transforming your money mindset and growing your long-term wealth.

https://opalwealthadvisors.com/wp-content/uploads/2018/12/Opal_How_Your_Money_Mindset_Can_Work_For_You.pdf

What makes a great investor? And can we use those characteristics to help us make better investing decisions in the future? This report identifies the five key factors that make up psychological risk tolerance and set strong investors apart from the pack. We believe these factors can help investors better understand how market participants tend to react under various market conditions. Download this free guide and tap into the financial behaviors that make a great investor.

https://opalwealthadvisors.com/wp-content/uploads/2018/12/Opal_Understanding_Great_Investors.pdf