EDUCATIONAL RESOURCES

Free Guides, Checklists & Handbooks

Download practical resources to help you navigate life in America with confidence — from your first 30 days to long-term financial wellness.

RESOURCE LIBRARY

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Filter by category to find the resources most relevant to your journey.

Handbook

First 30 Days Newcomer Handbook

A step-by-step guide for your first month in the U.S. — Social Security, housing, banking, healthcare, and more.

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Checklist

Financial Wellness Checklist

Ten key areas to review — emergency fund, debt, savings, retirement, insurance, and more.

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Guide

KSS Service Catalog

Our complete scope of financial & protection services for individuals, families, and business owners.

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Guide

Financial Education Workshops

Learn how money really works — our 6-workshop series with key learning points.

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Guide

Family Planning Quick Guide

Professional planning, smart allocation, resource connection, and information management for families.

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Guide

Scope of Services (Chinese)

系统化、专业化的财务与保障服务 — full service guide in Chinese.

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