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.
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No cost
Free tools
- 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.
Used with my 1:1 clients
Templates I use with clients
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.