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!