Worksheets
The “Try It” exercises, made interactive. They save to your own device, work offline once loaded, and print cleanly.
Chapters 1 and 6
Monthly cash-flow worksheet
Where your month goes: income, commitments and everyday spending, with your margin at the bottom.
Open →Chapters 1 and 6
Net worth statement
Everything you own, everything you owe, and the difference.
Open →Chapter 14
Debt inventory and payoff order
List every debt once. See the total, the interest you pay each month and the order that costs least.
Open →Chapter 25
Annual money review
A one-hour checklist to keep your plan alive: margin, buffer, debts, protection, investments and the long term.
Open →