Resources
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Financial Foundation Resources
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50/30/20 Budget Planner
This template will help you figure out how much of your monthly expenses are going towards things like Needs, Wants, and Savings and Debts. This is a Numbers file that can be opened in Excel.
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Savings Tracker
Plan monthly savings, track progress, identify expense cuts, and set milestones.
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Emergency Fund Planner
Set savings goals, track progress, log income boosts, and define emergency uses.
Wealth Growth Resources
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Diversifying Investments Checklist
This checklist will help make sure you take all the right steps when you are diversifying your investments
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Financial Independence Planner
Map your savings, investments, and goals. This free, step-by-step planner helps you calculate your FI number, set savings rates, and track progress.
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Compound Interest Planner
Set monthly investment goals, select high-return accounts, track compounding progress, and plan long-term wealth.
Advanced Strategies Resources
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Diversifying Investments Checklist
This checklist will help make sure you take all the right steps when you are diversifying your investments
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Financial Independence Planner
Map your savings, investments, and goals. This free, step-by-step planner helps you calculate your FI number, set savings rates, and track progress.
Money Mindset Resources
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Money Mindset Worksheet
Identify your current money mindset, reflect on emotional triggers, align spending with core values, set financial goals, and create an action plan.