The Debt Payoff Starter Kit
Everything you need to map your debt, choose a payoff strategy, and track your progress to debt-free
- Debt inventory worksheet — list every balance, interest rate, and minimum payment in one place
- Avalanche vs. Snowball comparison calculator (printable)
- Monthly progress tracker — check off debts as you eliminate them
The 50/30/20 Budget Template
A ready-to-use monthly budget worksheet with the 50/30/20 framework built in
- Monthly budget worksheet with 50/30/20 targets pre-calculated
- Needs category tracker (housing, food, transportation, utilities, insurance)
- Wants category tracker (dining, entertainment, subscriptions, clothing)
The Beginner's Money Checklist
A step-by-step checklist for getting your financial foundation right — in the right order
- The full financial priority order (7 steps) with explanation for each
- Account setup checklist (checking, HYSA, 401k, Roth IRA)
- Credit score quick-start guide
The First-Time Investor Cheat Sheet
Everything a first-time investor needs to know on one page — accounts, index funds, contribution limits, and the most common mistakes to avoid
- Account comparison table (401k vs. Roth IRA vs. Traditional IRA vs. brokerage)
- 2024 contribution limits reference
- Index fund terminology glossary (6 essential terms)
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