The steps individuals take to identify goals and constraints according to their life situations in order to create an estate plan.

General information and considerations of having or not having a will.

The duties required when handling someone else’s finances.

The symptoms of gambling addiction, as well as treatment options and resources available to Oklahomans.

An in-depth discussion of ways couples can talk about money, questions to answer together and the different systems for handling money.

Financial discussions and considerations for legal arrangements with aging parents.

An overview of life insurance, who needs it, how much you need, types of life insurance and basic contract provisions to consider when choosing a plan.

The Financial Puzzle teaches the importance of setting money management goals, determining what is most important and making plans to reach that goal.