Templates & Kits
Spreadsheets, checklists, and kits for smarter money decisions.
The Home Buying Playbook
Pre-approval checklist, true cost spreadsheet, negotiation email scripts, closing timeline tracker
The Wedding Money Kit
Master budget template, vendor comparison spreadsheet, payment timeline tracker, negotiation scripts, emergency buffer calculator
The Baby Year One Financial Kit
Complete cost breakdown by month, insurance optimization checklist, parental leave planner, 529 starter guide, budget adjustment template
The Car Buying Cheat Sheet
Negotiation scripts, dealer markup decoder, total cost spreadsheet, trade-in value research guide
The College Decision Kit
ROI research template by major, 529 comparison spreadsheet, financial aid appeal letter templates, scholarship search tracker
The Salary Negotiation Kit
Market rate research template, counter-offer email scripts, total comp comparison spreadsheet, negotiation call framework
The Budget Audit Kit
Spending tracker template, category benchmarks, savings rate calculator, debt payoff visual tracker
Retirement Masterclass
Video course + custom modeling spreadsheet + Social Security optimizer + healthcare cost planner