Free Resources to
Simplify Your Budget
I’ve created these free tools to help you take control of your money, stay organized, and work toward your financial goals – especially if you’re budgeting with your spouse. Download any you’d like below!
Couple's Money Map
Money conversations don’t have to be stressful. Designed to help couples get on the same page financially by encouraging open communication and collaboration around money. Reach your goals faster, together.
-Set joint financial goals and spending plans
-Strengthen trust and teamwork by getting on the same page.
Financial Goals Worksheet
Take control of your money with this simple, practical worksheet designed to help you set and achieve your financial goals. Perfect for individuals, families, or small business owners ready to align their spending with their priorities.
-Set short-term and long-term financial goals
-Break Goals into actionable steps
30-Day No-Spend Challenge
Reset your spending habits with this simple but powerful way to become more intentional with your money. For once month, challenge yourself to only spend money on essentials – no impulse buys, no extras – just mindful choices and real savings.
-Identify spending triggers
-Strengthen your financial discipline
-Save money and gain clarity on what really matters