The Balanced Money Toolkit

This toolkit will help you get your money and your mindset organized so that you can start making progress toward your financial goals.  These tools are a great first step to educating yourself and taking control of your finances, but remember you are not alone.  We are available to help you whenever you have questions.

Send us a message

Schedule a Discovery Call

5 Steps to Start Your Financial Plan E-book

This e-book is a great place to start. Get in the financial planning mindset and follow these 5 steps to create your own basic financial plan.

Download e-book

The Balanced Money Goals Worksheet

Financial planning starts with defining clear goals. Use this template for a brainstorming session to capture what goals you have in all areas of your life and then gain clarity on how money will help you reach them.

Download Worksheet

The Minimalist Financial Account Checklist

This guide outlines the essential financial accounts that you need. If you feel overwhelmed, this is the guide to help you focus on the essentials.

Download e-book

Track on a personal

planning dashboard

Setting benchmarks, tracking progress, monitoring investments, following a budget, and checking off important tasks. You connect with us on your own time with your Centered Financial Dashboard.

Get Started

Start investing with CF + Betterment

Start investing for your goals now! Betterment provides an automated investing platform that reduces costly mistakes made by investor behavior. With CF + Betterment, you get our research-driven core investment models and access to professional guidance!

Get Started

Debt Payoff Strategy Worksheet

Use this spreadsheet to organize your debt and create a plan to get it paid off.

Download Spreadsheet