Courses

Self-guided online personal finance courses designed to make your (money) life easier.



Tools & Planners

Our favorite spreadsheets, calculators, checklists, and more resources to make your (financial) life easier.

  

Net Worth & Expense Tracker

The holy grail when it comes to managing your finances. This spreadsheet will house all your financial life in one place so that you can track, analyze, adjust, and improve your money situation, with smart recommendations tailored to you.

Get it now for US$40.00
  

Real Estate Investment Analysis Template

Investing in property can be extremely lucrative, IF the numbers add up. This plug-and-play template asks for a few inputs and gives you an investment recommendation with estimated rates of return. Essential for any real estate investor.

Get it now for US$40.00
  

Investment Readiness Checklist

Do you have what it takes to be a successful investor? Are you ready to invest in the stock market? This checklist takes you through everything you need to know before making your first purchase.

Free download
  

Financial Freedom Checklist

I constantly hear from people that they want to get better at managing their money, but aren't sure where to start. If that resonates, this is for you. This checklist will help you identify what to focus your energy on to improve your financial life.

Free download