Tools

Get Started with our Planning Spreadsheet 

Take the first steps to help your child learn how to build a good plan. Just download this handy Planning Spreadsheet and follow the instructions on the first tab.

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Bank Reconciliation Spreadsheet

You can use this Excel template to reconcile your monthly bank statement.

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Other Resources

  • Books
    • “Wired For Wealth,” by Brad Klontz, Psy.D., Ted Klontz, Ph.D., and Rick Kahler, CFP®
  • Safe driving apps
    • TrueMotion Family Safe Driving app
    • AT&T Drive Mode app
    • Life360, www.life360.com
    • MamaBear app

Money Personality Quiz

This powerful app will help teach the importance of planning at a young age.

Money Mindset Quiz

 This will help identify how our beliefs impact our financial decision-making and financial health.