Free Resources
Checklists, flowcharts, quizzes, and more to help you get clear, get confident, and take control of your money and life.
2025 Important Dates
This quick reference guide covers key dates and milestones that are used in financial planning.
2025 Important Numbers
This quick reference guide covers the most important annual limits as well as figures that are commonly used in financial planning.
Should I Pay Off My Debts?
This flow chart covers important decision-making factors to be considered when tackling debt.
What Accounts Should I Consider if I Want to Save More?
This checklist provides a structured outline to guide you regarding appropriate saving strategies.
What Documents Do I Need to Keep On File?
​This is a checklist of the types of documents that you need to consider retaining.
What Issues Should I Consider If I Get a Promotion or Raise at Work?
This checklist focuses on reviewing the potential financial impact of a raise or a promotion.
What Issues Should I Consider When Establishing and Maintaining My Emergency Fund?
This checklist covers the key issues to consider when establishing and maintaining an emergency fund.
What Issues Should I Consider When Reviewing Cash Flow?
This checklist is a guide toward creating and managing a cash flow plan that supports your lifestyle and goals. It covers cash flow planning basics.
What Issues Should I Consider When Starting Out Financially?
This checklist addresses many of the planning issues that people face when first starting out financially.
Where Should My Next Dollar Go?
​This flowchart helps you think about your unique goals and preferences, and how those should be factored in when developing your personal “financial order of operations.”