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Your Toolkit for Financial Action
Your Toolkit for Financial Action
Our Resources Hub provides indispensable, hands-on tools and templates designed to complement your mentorship and accelerate your financial discipline. These resources empower you to take immediate control of your finances and systematically track your progress.
Monthly budget planner
Monthly budget planner
Structured template for tracking income and expenses, ensuring adherence to the 50-30-20 rule.
Net worth calculator
Net worth calculator
Simple tool to accurately calculate your current financial health and track growth over time.
Debt repayment planner
Debt repayment planner
Helps you choose and execute the optimal debt elimination strategy (Snowball or Avalanche).
Side-hustle selection guide
Side-hustle selection guide
Framework for analyzing potential additional income streams and choosing the best fit for your goals.
Investment comparison matrix
Investment comparison matrix
Tool for evaluating and comparing different investment options (e.g., stocks, bonds, REITs) based on risk and reward.
Insurance assessment checklist
Insurance assessment checklist
Comprehensive list to review and assess your current needs across health, life, motor vehicle and property insurance.
Emergency fund template
Emergency fund template
Step-by-step guide and tracker for building and maintaining your crucial financial safety net.
Savings automation guide
Savings automation guide
Practical instructions on setting up automated transfers to pay yourself first and build wealth effortlessly.
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