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First-Year Action Plan
The checklist from the final chapter – tick it off step by step.
PDFSpending Check (Traffic Light) and Monthly Budget
Find your money leaks and give your money a plan (ch. 2 and 13).
PDFExcelDebt Payoff Plan
Snowball or avalanche – with ranking and monthly log (ch. 3).
PDFExcel30-Day Lists
Wish list for the 30-day rule and the 30-day selling challenge (ch. 7 and 13).
PDFMy Income Pillars
The pillar test and ideas for your side hustle (ch. 4–6).
PDFThe Three Jars System for Kids
Jar labels to cut out and a pocket money log (bonus chapter).
PDFEmergency Folder Checklist
All important documents in one place (ch. 14).
PDFThe templates are for general information and do not replace financial or legal advice. The Excel files also work with LibreOffice and Google Sheets.