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.


Bank Reconciliation Spreadsheet

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


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,
    • 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.