Free tools
Plan in an afternoon. Free.
Family Freedom Calculator
Find out how much your family would need to stay secure if life changes.
Get my number
The Career Change Financial Checklist
What to check before you leave a job or launch a business.
Download free
The Conversation Guide
How to talk money with your husband without it turning into a fight.
Download free
The Ultimate Financial Audit Guide
A full walkthrough of your household money, start to finish.
Who is Sayra?
A licensed agent who explains it like a friend would.
How can Sayra help me?
- Find your numberHow much coverage your family needs.
- Review what you haveGaps from a job change or new business.
- Living benefitsCoverage you can use while you’re alive.
Learn
Money stuff, minus the jargon.
Guide
401(k) Rollover Guide
Leaving a job? What to do with the money you saved there.
Download free ExplainerIUL in ADHD Terms
Indexed universal life, explained short and simple.
BasicsInsurance Explained
Term vs. permanent, and which questions to ask.
Benefits
Living Benefits: Use It While You’re Alive
Coverage you can use while you’re alive, explained simply.
Bundles
The Career Change Kit
All four tools plus [bonus item] in one download.
Coming soon
Get the bundleYou’re allowed to plan.
Book a free 30-minute Financial House Review. No pressure, in English or Spanish.