Resources
Free templates, checklists, and guides — download them and put your money on autopilot.
Budget Starter Kit
Everything you need to build your first working budget in one evening. Includes a ready-to-use monthly budget template plus a 50/30/20 worksheet that splits your take-home pay into needs, wants, and savings — so you know exactly where every dollar should go before the month starts.
Get the free download →Debt Payoff Workbook
A structured workbook for getting out of debt on purpose instead of by accident. Start with a debt inventory sheet that captures every balance, rate, and minimum payment, then use the avalanche/snowball tracker to pick a method, order your debts, and log each payoff milestone.
Get the free download →Retirement Readiness Checklist
A decade-by-decade checklist covering exactly what to have in place in your 20s, 30s, 40s, 50s, and 60s. Comes with a contribution cheat sheet summarizing account limits, employer match rules, and catch-up contributions so you never leave free money on the table.
Get the free download →Home Buying Checklist
A 12-step timeline that walks you from "thinking about it" to keys in hand, in order, with nothing forgotten. Includes a closing-cost worksheet so the fees, taxes, and prepaid items due at signing never catch you by surprise.
Get the free download →