Coming soon

Starter tools

Simple, beginner-friendly templates and guides. Members get 20% off.

Coming soon

Beginner Budget & Net-Worth Spreadsheet

$19

Account inventory, a 3-bucket monthly plan, spending tracker, net-worth tracker, and a how-to tab with examples.

Coming soon

Emergency Fund & Debt Payoff Planner

$19

Emergency fund target with progress bar, debt list, avalanche vs. snowball comparison, payoff timeline, and autopay checklist.

Coming soon

“Your First Investment” Guide (PDF)

$29

About 25 to 35 pages on investing basics, account types, matches, fund categories, reading fees, and a fill-in “my investing rules” worksheet. No specific investments recommended.

Coming soon

The Starter Bundle (all three)

$49

Everything above, together, for less.

Products are educational tools. They don’t recommend specific investments.

Want to know when they launch?