Your Trek, Your Tools

Staying on top of your finances takes a lot of work.

These free tools can help.


Organizational Checklist

Reaching your financial goals starts with organization.
Organization creates awareness. And awareness allows you to leverage your strengths.

Here’s a handy checklist on what to gather to get started.


Free Analysis Software

Start tracking and learning about your finances with these free financial planning tools.

I also offer a free 30 minute consult for people who want their financial dashboard reviewed.

Net worth Money Mangement Tool
Debt Management Money Mangement Tool
Balance Sheet Money Mangement Tool