IN THE WORKS · EARLY-BIRD PRICE FOR THE LIST

Spreadsheets that do the discipline for you.

Templates for the money stuff that actually moves the needle: knowing your number, keeping a budget you'll stick to, and doing real homework on a stock before you buy it. Plain formulas, no plugins. Works in Excel and Google Sheets.

First up

What's in the works

Net Worth Tracker

Every account, asset, and debt in one place, with the one chart that matters: your number, over time. The habit that quietly changes behavior.

Stock Evaluation Template

The six-part homework from the free guide as a scored checklist: fundamentals, valuation, trend, sentiment, smart money, sector. Run it before any name.

Budgeting Template

A simple monthly system: what came in, where it went, what got invested. Built to take five minutes, because the budget you'll actually update wins.

Basic Stock Financial Model

A clean starter model: revenue, margins, and growth assumptions in, a sanity-check valuation out. The way analysts think, without the analyst spreadsheet chaos.

Straight up

These are tools, not tips. No stock picks inside, nothing that tells you what to buy or sell, they keep your process honest while you decide. Educational, not financial advice.

Get first access

Join the list and you'll get each template the day it launches, with an early-bird price. You'll also get the free guide + watchlist immediately.

Educational content, not financial advice. No spam.

Questions
What are these?
Working spreadsheets that do the discipline for you: tracking your net worth, budgeting, and evaluating stocks with the same framework the free guide teaches. Plain formulas only, no macros, so they open cleanly in Excel, Google Sheets, and Numbers.
Is this financial advice? Are there stock picks inside?
No and no. The templates organize the same public framework the free guide teaches. They never tell you what to buy or sell. Educational only, do your own research, and consider a licensed financial advisor for personal decisions.
When do they launch?
Soon. Join the list above and you'll get the launch email with the early-bird price the day the first one goes live.