Free financial guides
and worksheets
Practical, printable tools to help you plan your finances. Enter your email to download any guide instantly.
First-Time Homebuyer Checklist
A complete step-by-step checklist covering credit scores, down payments, pre-approval, house hunting, and closing costs.
Instant download. You'll also receive our free weekly financial tips newsletter. Unsubscribe anytime.
Investment Starter Guide
A beginner-friendly guide to compound interest, account types, asset allocation, and common investing mistakes to avoid.
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Debt Snowball Tracking Sheet
Track every debt, compare snowball vs. avalanche methods, and celebrate milestones on your journey to becoming debt-free.
Instant download. You'll also receive our free weekly financial tips newsletter. Unsubscribe anytime.
Retirement Readiness Scorecard
Score yourself on 10 key retirement factors, review savings benchmarks by age, and plan your retirement income.
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Monthly Budget Template
A printable budget worksheet using the 50/30/20 rule, plus an emergency fund calculator and expense-cutting tips.
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