Resources and tools
TemplatesA Model For Success
You have a complex and dynamic life. Planning your finances usually creates friction that is unnecessary and unwanted. To aid in simplifying your financial decision making, we have created a variety of useful templates and planners that can help you reduce friction, save time, and make more informed decisions without all the hassle.

Cost of Living (Inflation) Spreadsheet
Economics

Decision Matrix For Financial Institutions & Accounts
Financial Institutions & Accounts

Education Cost, Funding & ROI Planner
Education

Information Organizer for Decision Matrix
Financial Institutions & Accounts

Personal Finance Budgeting Template
Budgeting

Personal Net Worth Statement Template
Personal Net Worth

Vehicle Bill of Sale For Purchases and Sales
Vehicles

Wedding Budget Planner Template
Marriage