Starter Kit
$27
A focused first step for organizing the essentials.
- Guided planning worksheets
- Excel and Google Sheets formats
- Instant digital access
Financial planning, simplified
See your whole financial life clearly.
Professional Excel and Google Sheets tools turn scattered numbers into a calm, practical plan—without building a system from scratch.
Instant download · Excel + Google Sheets · Created by a licensed financial advisor
The MoneyMap promise
Useful on day one. Sustainable every month.
No blank page
Clear labels, built-in structure, and practical guidance make setup approachable.
Your data, yours
Work in your own spreadsheet account—no new financial app or recurring subscription.
One connected system
From next payday to long-term freedom.
MoneyMap connects the financial decisions you make now with the future you are building.
- 01
Know what comes in and where it goes
Plan monthly spending around real paycheck dates, then compare the plan with what actually happened.
- 02
Track progress beyond the budget
Bring net worth, debt payoff, and savings goals into the same view so monthly choices have context.
- 03
Turn retirement assumptions into a plan
Explore contribution, timeline, and growth scenarios with a calculator designed to make tradeoffs easier to understand.
Choose your starting point
Professional tools. One-time purchase.
Digital templates are delivered after purchase. No recurring subscription.
Most complete everyday view
Personal Dashboard
$67
One polished command center for your day-to-day finances.
- Monthly budget and paycheck trackers
- Net worth and debt payoff trackers
- Savings goals dashboard
Complete Planning Bundle
$147
The full system for today’s money and tomorrow’s retirement.
- Personal Financial Dashboard
- Retirement Calculator
- Financial Planning Starter Kit
Start with clarity
Give every dollar a place on your map.
Choose the MoneyMap template that matches your next financial decision and begin organizing your numbers today.