Get Your FREE Financial Planning Kit

Get Your FREE Financial Planning Kit

Take control of your finances with this free, actionable guide designed to help you organize your money, eliminate debt, and build lasting financial confidence.

  • Control Your Monthly Cash Flow
  • Get a Debt Payoff Strategy That Fits
  • Protect and Strengthen Your Credit
  • Know Your True Net Worth
Create a budget that actually shows where your money is going The Kit includes a full monthly budget worksheet that walks you through income, detailed expense categories, and the leftover income calculation so you can spot what to cut or what you can save.
Get a clear, organized view of all your debt in one place There's a debt overview table to list every debt, monthly payments, balances, interest rates, and target payoff dates, so you can get organized and stop guessing.
A personalized step-by-step payoff strategy that fits your situation The Kit explains the Snowball vs Avalanche payoff methods and includes an action plan table where you can choose a strategy and map out minimum payments plus extra payments to accelerate payoff.