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Complete all sections to generate your bank-approved PFS document
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The calculators here measure where you are. These explain how people who got somewhere actually thought about it.
The Psychology of MoneyHousel on why sensible people make poor money decisions. The one to read first, and the one most likely to change what you do next.Find it on Amazon →
Your Money or Your LifeThe book that reframed spending as hours of your life. It is where the whole net-worth-tracking habit came from.Find it on Amazon →
Profit FirstFor anyone whose net worth is tangled up with a business. Changes the order you pay yourself in, which changes everything downstream.Find it on Amazon →
The E-Myth RevisitedWhy working in the business stops the business being worth anything. Relevant the moment a side income becomes a real asset.Find it on Amazon →As an Amazon Associate we earn from qualifying purchases, at no extra cost to you.
Protecting your financial future?
Job search tracker, severance calculator, resume templates, and a financial safety net planner. Everything you need if the worst happens.
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