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Finance Trio
Free download

The Ultimate Personal Finance Starter Kit

Budget planner, debt payoff tracker, savings tracker, net worth tracker, investment checklist and emergency fund planner — one email, no fluff.

Double opt-in. No spam. Unsubscribe anytime. Works with Mailchimp, Kit, Beehiiv and ConvertKit.

What's inside

  • Budget planner (monthly and annual)
  • Debt payoff tracker with avalanche ordering
  • Savings tracker with goal milestones
  • Net worth tracker
  • Investment checklist for new accounts
  • Emergency fund planner