Resources & Templates

Below are free templates and tools I use to help clients save time and money. Feel free to download and use them.

📄 Downloadable Templates

📘 Freelancer Tax Organizer

📊 Monthly Budget Tracker (Excel)

📜 You may use these for personal or client use. Redistribution is not allowed without permission.

🏦 M1 Finance — Free IRA + Fractional Shares

📈 Wealthfront — Automated Investing

📜 Some links may be affiliate links. I only recommend tools I personally use or trust.