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Free downloads

Free tools to
start building wealth

Learn to invest like the pros, even if you are just starting. Get the first chapters of my book, a fill-in-the-blank budget, and a net worth calculator, all free.

What will you get?

Three free downloads

Simple tools that help you take the first steps toward financial independence.

The first few chapters of my book

A free sample of The Financially Independent Millennial, the book that inspired this site.

Fill-in-the-blank budget spreadsheet

An editable template that gives you a starting point for budgeting, so you know where your money goes.

Personal balance sheet and net worth calculator

List your assets and liabilities and see your net worth, then track it as it grows.

Free, straight to your inbox

Email the downloads now

Enter your email and I will send you the book chapters, the budget spreadsheet and the net worth calculator.

On YouTube

Visit my YouTube channel

Stock breakdowns, options income ideas and dividend strategies, explained in plain English.

Now let's grow your wealth

Get the downloads by email, then pick a topic and start learning.