The Balanced Money Toolkit
Need some balance? 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. Just use the button below to send us a message.
Balanced Money Goal 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.
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.
Net Worth Calculator
Use this spreadsheet to build your balance sheet. This will help you capture a value for everything you own and everything you owe.
Financial Expense Calculator
How much do you spend each month? This spreadsheet will help you capture where all of your money goes so that you can evaluate your cash flow.