Free resources for your financial journey.

  • The Shelterbelt Two-Page Plan

    One page for you. One for your business. Together you can see the whole picture.

    Download the Sample Plan

  • The Shelterbelt Impact Scorecard

    You’ve got a purpose-driven business. Your success isn’t just found on the balance sheet.

    Take The Assessment

  • The Shelterbelt Financial Field Guide

    Get lost in nature, not in your finances. We built a simple guide to lead you to financial success from the roots up.

    Get the field guide