Follow us - a family of four - on our journey to financial freedom
Monthly Budget Template
This monthly budget template is a zero based budget, meaning you give every dollar a purpose. This file comes complete with instructions and a printable version should you wish to kick it old school and use pen & paper. Enjoy!
Net Worth Tracker
Your net worth is a number you're going to want to get familiar with. If you've never heard of it before, that's ok, we're here to help. You're net worth (in $) gives you a snapshot of your financial situation at a point in time and the goal is to almost always to increase the number. This tracker makes it simple and visual.
Extra Payments Impact
This excel tool let's you see what impact extra repayments have on the life of your loan and the potential interest saved. You can also toy with the idea of making extra mortgage payments or investing that same amount instead. All of this is bundled together in a simple, easy-to-use, and visually appealing excel file. Enjoy!
Kids Savings Tracker
This excel tool let's you keep track of your child's savings and apply compound interest to what they've contributed. It's a great way to teach the concept of saving, why it's important and how powerful the compounding effect of time can be. BONUS tab: How to teach the concept of saving with only a jar and some candy!
This flowchart will help guide your decision making process along your journey to reach Financial Indepence (FI). Don't know whether to pay down debt, save some cash, or invest? We've got you covered. All your questions answered with this elegant, visual tool.
If you've ever struggled with creating a budget, we feel your pain. But struggle no more! We've taken on the hard work of developing a sleek, user-friendly budget workbook for you to use & customize to your situation. Complete with instructions, formulas and formatting, this tool will make your budgeting experience a simple one.