Study Materials That Actually Work
We built this resource library from real teaching experience. Every guide, template, and worksheet here has been tested in actual courses and refined based on how people actually learn about money.
What You Get Access To
These aren't generic PDFs downloaded from somewhere else. Each resource was created specifically for our curriculum, addressing the exact questions and confusion points we see most often.
Budgeting Templates
Spreadsheet templates that break down income tracking and expense categorization. Includes both simple monthly trackers and more detailed annual planning sheets.
Decision Frameworks
Step-by-step guides for common financial decisions like comparing loan terms, evaluating investment options, or deciding when to refinance debt.
Case Study Collection
Real scenarios showing how specific strategies play out over time, with actual numbers and outcomes. Names changed, but the situations and results are genuine.
Calculation Tools
Pre-built calculators for compound interest, loan comparison, emergency fund sizing, and retirement contribution planning. All formulas visible so you understand the math.
Reference Checklists
Task lists for processes like reviewing insurance coverage, conducting annual financial reviews, or preparing tax documentation. Organized by priority and timing.
Quick Reference Guides
One-page summaries of key concepts like understanding credit scores, comparing savings account types, or evaluating investment fees. Dense with information but easy to scan.
How Materials Are Organized
Everything is grouped by topic and skill level. Beginners start with foundational templates and progress to more complex analysis tools as their understanding grows.
Each resource includes usage notes explaining when and why to use it. We also mark which materials pair well together for comprehensive planning.
Direct Downloads
All files available immediately after enrollment. Download once and keep forever, even after course completion. Files in common formats that work with standard software.
Online Versions
Interactive calculators and templates you can use directly in your browser without downloading anything. Automatically saves your work to your account.
Mobile Access
Simplified versions of key tools optimized for phone screens. Reference guides formatted for easy reading on smaller displays during commutes or breaks.
Currently Available Resources
This collection expands as we develop new course modules. Recent additions include refinanced debt comparison tools and salary negotiation prep sheets.
Monthly Budget Planner
Excel spreadsheet with income/expense tracking and automatic category summaries
Debt Payoff Calculator
Compare avalanche vs snowball methods with your actual debt numbers
Investment Fee Analyzer
Calculate how management fees impact returns over 10, 20, and 30 years
Tax Preparation Checklist
Document gathering guide organized by deduction category and income type
Material Access by Course Level
| Resource Type | Foundation Course | Advanced Planning | Investment Strategy |
|---|---|---|---|
| Basic budgeting templates | Included | Included | Included |
| Debt management calculators | Included | Included | Included |
| Emergency fund sizing tools | Included | Included | Included |
| Tax optimization guides | Module Add-on | Included | Included |
| Investment comparison tools | Not Available | Module Add-on | Included |
| Portfolio allocation models | Not Available | Not Available | Included |
| Advanced scenario planning | Not Available | Included | Included |