Resources
From everyday-use budgeting and cash management tools to retirement calculators, I’ve developed free resources for you to use to help answer your financial questions. Be sure to keep an eye out for resources that are currently in development to be released in the future!
Automatic Money
There’s probably a better way to manage your money than what you’re currently doing, and Automatic Money is your guidebook to get you there! Get your finances cleaned up with the 5 Stage Workflow and your money working for you with an automated account structure.
Budgeting and Cash Management
The best budgeting system is the one that you’ll stick with for the long haul. Check out the Budgeting and Cash Management resources to see which might work for you!
Debt Management
Debt is a very effective and very dangerous tool. Think of it like a fire: it can warm you and just as quickly burn you. If you’re paying down debt, looking at buying a home, or needing to finance a vehicle, these are the tools for you.
Retirement
No one is too young to start thinking about retirement—in fact, the earlier the better! Use the free resources to get a rough idea on how much money you’ll need in retirement and/or how much you’re on track to have when you get there!
Additional Resources
Check out these other resources that may be of benefit to you: a DIY CFC worksheet to see if you can perform your own analysis, a Net Worth Tracker to see your progress over time, an Outflows worksheet to comb through your expenses, and (eventually) more!