BUDGETING TOOLS

A written spending plan for your money that includes giving, saving, and spending is critical to achieving financial freedom. There is nothing more powerful than planning your spending BEFORE any of the money ever shows up and BEFORE the month begins. 

These tools require the use of Microsoft Excel. If you do not have Excel, use a free alternative like Open Office which is an excellent alternative to purchasing excel. You can also download these tools and open them in Google Drive using Google Sheets. 

DEBT REDUCTION TOOLS

Debt has the potential to rob people of their plans, hopes, and dreams. We are passionate about helping others become DEBT-FREE so they are freed up to go do EXACTLY what they have been put on earth to do - regardless of the income potential. 

Use the tools below to get started on your Debt Freedom March. 

These tools require the use of Microsoft Excel. If you do not have Excel, use a free alternative like Open Office which is an excellent alternative to purchasing excel. You can also download these tools and open them in Google Drive using Google Sheets. 

SAVING AND INVESTING TOOLS

It is important to save and invest to fund three major categories:

  • Emergencies
  • Known, Upcoming Expenses
  • Dreams (Retirement, College, Trip around the world)

We define "savings" as money that will be needed within the next five years. This money should be saved in no-risk, guaranteed accounts. We define "investing" as money that will not be needed within the next five years, therefore we are OK with taking additional risk with this money. 

Use the tools below to prepare for all of your plans, hopes, and dreams! 

Some of these tools require the use of Microsoft Excel. If you do not have Excel, use a free alternative like Open Office which is an excellent alternative to purchasing excel. You can also download these tools and open them in Google Drive using Google Sheets. 

Debt Pay-Off Spectaculars were created as a way for you to visually see progress being made as one eliminates their debt. It is a blast to color in the squares as you make the debt disappear!

Already debt-free and saving money for the next big purchase? Scroll down for Savings Spectaculars. 


Pay-off spectaculars


saving spectaculars

ORGANIZATIONAL TOOLS

We believe that the lack of organization is one of the top reasons that people fail to reach their financial potential. Use these tools to help organize your financial information and your time!

ANNUAL PLAN TOOLS

Annual goals are a vital part of a successful financial plan. It allows super-large goals to be broken down into more manageable sizes and better enables you to move forward toward them.