Budget Tracker & Claude Skill
The budget tracker template I use with my 1:1 clients, plus a Claude Skill file that categorizes your spending and fills in your budget automatically.
Tools & resources
Tools and resources that help you build wealth.
If you don't need the mindset work walked through with you, but you want the actual systems, you can grab those here — yours, without the coaching.
Topic
Showing 9 of 9 tools
No cost
Free tools
- Free
Coast FIRE Calculator
Find your Coast FIRE number — the amount you need invested today so compound growth alone carries you to retirement with no further contributions.
- Free
Compound Interest Calculator
See how a starting balance plus monthly, quarterly, and annual contributions compound together over time — stack any mix to match how you actually save.
- Free
Pay Off My Credit Card or Invest? Calculator
Keep the balance and invest, or pay the card off first? Put in your real numbers and compare both plans side by side.
- Free
Recommended Accounts & Tools
The savings accounts, brokerages, budgeting apps, and planning tools I actually use and recommend to clients — plus any bonuses or discounts available.
- Free
Book Recommendations
The four books that got me out of survival mode, in the order I read them — and what each one did for me.
- Free
Corporate Exit Checklist
A free timeline of the financial and logistical steps to take before you leave your 9 to 5 — so nothing gets missed on your way out.
Used with my 1:1 clients
Templates I use with clients
Rental Property ROI & Cash Flow Calculator
Detail out your real cash flow for a long-term or short-term rental — cash-on-cash return, net operating income, and equity ownership over your mortgage term.
Rental Property Income & Expense Tracker
An investment analysis calculator plus a full income & expense tracker — monthly, quarterly, and annual views in one bookkeeping-ready workbook.
Want the full plan?
Tools get you numbers. Coaching gets you a plan.
We'll talk about what's going on with your money right now and what you're hoping to change.