Resources and tools

Templates

A 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