Free Resources
Emergency Fund Builder
A simple, clear framework to calculate and build your emergency savings so you’re protected when life throws the unexpected your way. This template helps you define your essential expenses, set a realistic savings goal, and create a plan to build your financial safety net with confidence.
5 Key Steps to Breaking Free from Paycheck to Paycheck
A practical, step-by-step guide to help you take control of your money, stabilize your finances, and start building long-term security. This worksheet-based guide walks you through tracking spending, tackling debt, and creating a forward plan you can actually stick to.
Credit Score Repair Action Plan
A step-by-step roadmap to understanding and improving your credit score with practical actions and worksheet prompts. Learn how to spot report errors, strategically pay down debt, and build lasting credit habits so you can unlock better financial opportunities.
10 Questions to Ask Before Starting a Business
A simple yet powerful checklist of critical startup questions that help you evaluate your idea, define your customers, and plan for success before you invest time or money. Perfect for future founders who want clarity and confidence before launch.
Business Start Up Checklist
A comprehensive operational and financial checklist to make sure nothing important gets missed as you build or grow your business. From legal setup to systems and cash flow, this guide gives you a structured way to launch with strength and confidence.
Business Structure Comparison
A clear, side-by-side breakdown of Sole Proprietorships, Partnerships, LLCs, S Corps, and C Corps to help you pick the structure that best protects your business and optimizes your taxes. Includes a decision flowchart to guide your choice with confidence.
Financial KPI Dashboard
A ready-to-use framework for tracking the key financial metrics that truly matter for your business health. Find clarity on revenue, profit margins, cash flow, customer value, and more — so you can make smarter decisions with confidence.
Small Business Expense Categorization Guide
An easy-to-follow guide for properly organizing your business expenses, with real examples of common categories and how to use them. Designed to help you keep cleaner books, maximize deductions, and save time with your bookkeeping.