Editable planning tools for the money decisions you already own

Local Excel workbooks with visible formulas, fictional sample data, and built-in checks. No bank connection, no subscription, and no recommendations about what you should do with your money.

90-Day Cash-Flow Reset

A practical workbook for replacing scattered dates and amounts with a 13-week projection you can review each week. Now includes the double-click app; the editable Excel workbook is still included.

$29View details

Annual Expense & Sinking-Fund Map

A practical spreadsheet system for giving annual bills and user-estimated replacement costs a dated place to live. Now includes the double-click app; the editable Excel workbook is still included.

$19View details

Couples Money Meeting System

A repeatable meeting rhythm for couples and shared households, built around consent and voluntary disclosure. Now includes the double-click app; the editable Excel workbook is still included.

$12View details

Debt Payoff Decision Lab

A local Excel comparison workbook with visible schedules. No macros, bank connection, lender connection, telemetry, or credential fields. Now includes the double-click app; the editable Excel workbook is still included.

$24View details

Retirement Readiness Range Planner

A 13-sheet Excel planner producing three transparent annual illustrations, a sensitivity view, and a concise redacted meeting summary. Now includes the double-click app; the editable Excel workbook is still included.

$49View details

For educational and planning purposes only; not financial, investment, tax, or legal advice. Verify your own inputs and consult a qualified professional for decisions specific to you.