Excel dashboard
Net Worth & Financial Position Tracker
Track accounts, assets, liabilities, dated balance snapshots, and net worth trends. Includes a dashboard and historical comparisons.
Financial Planning Toolkit
Get organized. See where you stand. Plan what comes next.
Five practical financial planning tools and a companion user guide, designed to help Canadians understand their finances, track their progress, and turn financial goals into action.
Includes three interactive Excel workbooks, two guided PDF checklists, and a step-by-step Companion Guide.
$39.99 CAD
One-time purchase. Lifetime access.
Included with both Retirement Toolkit and All Access.
Secure checkout · one-time purchase.
Excel dashboard
Household Cash Flow Snapshot
Convert income and spending frequencies into monthly and annual averages. See spending allocations, planned savings, and unallocated cash flow without daily transaction tracking.
Excel dashboard
Financial Goals & Savings Tracker
Monitor savings targets, funding gaps, contribution schedules, required savings rates, and estimated goal completion dates.
PDF checklist
Annual Financial Checkup
Review six major financial planning areas and identify three practical priorities for the coming year.
PDF checklist
Retirement Readiness Checklist
Review retirement timing, spending, income sources, CPP/OAS, investments, taxes, and estate considerations; identify decisions requiring attention.
PDF guide
Financial Planning Toolkit Companion Guide
Explains each resource, how to enter information, interpret results, and use the tools together.
Build a clearer view of your finances
$39.99 CAD · one-time purchase · lifetime access · also included with both bundles
Secure checkout · one-time purchase.