Debt Avalanche
Do you have multiple debts to your name? Here is a method called the debt avalanche that is used globally…
Have you thought about your Financial Legacy
Estate planning is all about protecting your loved ones even after you are gone. Here are the first few things…
How much should I save monthly for retirement
How much should you save monthly to maintain your current lifestyle and keep up with inflation during your retirement?
The Rule of 72
Have you heard of the rule of 72? You wonder where this rule came from. This worksheet will help you…
Debt Snowball
Do you have multiple debts to your name? Is having so many loans on your head getting you stressed out?…
How to Plan for Your Wedding Function
Every wedding has many functions – and making every single one perfect can add up financially - this worksheet can…
A Budget for your Child’s School
Doing your research and coming up with an estimated budget will help you plan your finances for your child’s school
A Checklist for Health Insurance
It may be confusing to select the right health insurance policy. This checklist is designed to help you get started…
Budget for Your Child’s Higher Education
What career path woud you like your child to pursue? This worksheet helps you do some homework on the cost…
A Worksheet for Your Financial Legacy
This worksheet can help you create a Master Folder so that you have one place where all your investments are…
The 30-30-3 Thumb Rule for Buying a House
Can we afford our dream house? This thumb rule can guide you on whether you are stretching your finances too thin
Budget Tracker for Your Travel Plans
You don’t need to be rich to travel the world, you just need to have a plan of action. This…
How Much Money Is Adequate For My Retirement
We all have that one figure in mind when it comes to our net worth. You know, that amount beyond…
The 30-5-10 Thumb Rule For Buying A Car
We all have that dream car we want to buy. And, when we go to the car dealership, there are…
How Much Do I Need For My Emergency Fund?
Creating an emergency fund is one of the first steps to take when working toward financial independence. It can take…