Free guides & resources
The Investment X-Ray Scorecard
Score any stock, fund, or coin out of 100 before you ever buy it.
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The Capital Stack Cheat Sheet
Payout order when a company fails, top gets paid first. Tap what you own to find your seat.
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The Write-Off Reality Check
Type the price. Watch what the write-off actually saves you, then run the three checks.
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5 Questions Before You Invest
Name the deal, run all five. The meter tells you when it's earned your money.
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The Lifestyle Freeze Worksheet
Two numbers in, your wealth engine out. Watch what freezing your lifestyle actually builds.
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The Buy-Borrow Cheat Sheet
Slide the borrow level and watch when a cheap loan turns into a margin-call machine.
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3 Fears, 3 Tools
Tap the fear that's running you right now. Get the exact tool that beats it.
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The Internship Edge: 3 C's
Rate yourself honestly, 1 to 5 each. The meter tells you when you're recruiting-ready.
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Your 5 Tradable Assets
Broke is not the same as having nothing to trade. Inventory all five, take it with you.
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The Finance Career Rules
Run this before your next interview, coffee chat, or networking night.
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The Laws of Money
Seven laws below. Tap your situation and see which law is talking to you.
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The $1,000 Starter Portfolio Map
Three themes you understand, one flyer, one habit. Type your amount and the split builds itself.
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The Rate Markup Decoder
Your rate is the Fed's rate plus a markup chain. Type two numbers and see your markup.
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The Promise Loop Card
Self-trust is built like credit: small promises, kept on time, over and over. Write tonight's.
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The Proof Stack Card
Nerves are missing evidence. Stack three proofs and read them before you walk in.
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The Hard Choice Card
Every fork has a comfortable option, and comfort is the only one with a hidden price. Run your fork through the filter.
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The Explain-It Card
Skill sets your floor, explaining sets your ceiling. Turn one concept into one clean sentence.
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The Exposure Ladder
Nobody jumps from silent to keynote. Build your five rungs, each one barely scarier than the last.
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The One-Page Memo Template
No memo, no meeting. Fill the three parts and copy a memo that gets doors opened.
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The Calendar Method Card
A list records intentions. A calendar forces decisions. Move your three biggest tasks onto real blocks.
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The 20s Decision Cheat Sheet
Name the decision, tap its type, get your marching orders.
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The Four Goods Deal Check
Four checks before money moves. The verdict flips red the moment one is missing.
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The Pre-Funded Income Audit
Type the monthly income you want. See what it actually costs to pre-fund it.
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The First Investment Checklist
Your first buys build trust with yourself. Clear all four before money moves.
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The Retirement Number Worksheet
Three inputs. Your number, your trajectory, and the year the math sets you free.
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The Influencer BS Detector
Got a money video open? Score it live. One point per red flag.
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The Rent vs Buy Gut Check
Same home, both paths, live math. Then give the gap a job.
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The Finance Skills Fast-Track
Three shortcuts collapse the curve. Lock in your 20% below.
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The Interview & Pitch Prep Checklist
'Natural' is rehearsed. The meter is your interview-readiness score.
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The Investment Rationale Card
Answer five questions and watch your card build itself below. Fill it in calm, obey it in panic.
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The Financial Freedom Milestones
Check your rung, type your number, and see how far the next rung really is.
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The 10-10 Relationship Map
Name your bets, choose your first move, and take the map with you.
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Give Every Dollar a Job
Split a real paycheck into three buckets and watch the system total itself.
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The Money Monsters Defense
Check your defenses, then feel the fee monster bite with the calculator.
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The Progress Loop Email
Fill the six parts and watch your email write itself below. Send it every other week.
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The 3-Signal Resume Check
Check the three signals, then rewrite one bullet and let the lab grade it live.
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The First $1,000 Decision Sheet
Two thought tests, one commitment. Decide on paper before the money moves.
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Lessons From the Desk
Five standards from the toughest floor on Wall Street. Tap the one you're adopting this week.
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The Deal Anatomy Sheet
Six buckets, any deal. Fill them and your pitch notes assemble themselves below.
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The Exit Math Cheat Sheet
Type a sale price, tap a state, and watch what structure does to the check.
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The Rate Decoder
Build a mortgage rate with your own hands, then you'll never misread a headline again.
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The Better Questions Card
Tap a pattern, see how it works, then write yours for Tuesday.
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