Shop and Resources
Financial Planning Templates,
Budgeting Resources, & More
Use these financial planning templates, budgeting resources, and calculators to get a better handle on your money.
Big Dreams Calculator
Budget Planning for New Financial Situations
Use this guide & goals calculator to:
- Get a realistic idea of your current financial resources.
- See questions and considerations regarding your biggest goals.
- Run the numbers! There are calculators inside this guide to help you estimate your net worth, the total cost of a car loan, how much you should spend on a house, and more.
DIY Financial Planning Checklist
Use the checklist to:
- Calculate your total net worth and analyze your monthly budget.
- Identify your long-term financial goals and develop a plan to reach them.
- Ensure that your financial plan includes often-overlooked elements, like insurance and tax planning.
We created this checklist to help you feel confident managing your money. It’s designed to set your finances on a firm foundation, so you’ll know you’re on the right track with your financial decisions.
See Your Money in a Whole New Light
with the BudgetingBlocks™
Does your budgeting method work for you? Or are you just going through the motions? It’s hard to stay consistent when your options are boring spreadsheets or complicated apps. BudgetingBlocks™ is a completely different approach — one that makes managing your money simple and fun! A gamified, interactive approach, BudgetingBlocks™ allows you to visualize your money and decide exactly how you want to allocate it. Grab the blocks, pour your favorite drink, and reconnect with your budget!
