Done-for-you systems
for real life.
These templates are built to save you time, reduce stress, and make sure you're never caught unprepared — whether it's a family emergency, a new rental property, or a tough money conversation with your spouse. Some are free, because everyone deserves a solid starting point.
Two free downloads below — the Emergency Info Template and the Money & Marriage Conversation Guide. No strings, no email required. Just useful tools you can put to work today.
Template · Home & Family
Family Health Binder
All of your family's important health information — organized, accessible, and ready when you need it most. Because the last thing you need in a medical moment is a frantic search through a pile of papers.
What's inside:
- Medical history tracker for every family member
- Medications, dosages, and pharmacy information
- Provider contacts and insurance details
- Emergency contact and allergy reference sheet
- Print-ready, fillable PDF format
Toolkit · STR Finance
Chart of Accounts Toolkit for STR Owners
Save hours, avoid audit red flags, and finally feel confident in your books. A plug-and-play Chart of Accounts template built specifically for short-term rental owners — with customization guidance, a setup checklist, and common mistake warnings.
Workbook · Real Estate
Investor-Ready Roadmap
For new real estate investors who need to confirm they're financially ready before purchasing their first or next property. Walk through your numbers with confidence before you make a single offer.
More coming soon
New templates added regularly.
Join the list to be first to know.
Free Guide · Marriage & Finance
Money & Marriage Conversation Guide
Your step-by-step plan to align, not argue. Because money conversations don't have to end in tension — they can end in teamwork. This guide walks you and your partner through six structured steps to get on the same financial page together.
What's inside:
- How to set the tone before the conversation starts
- Shared vision exercises for both partners
- Ground rules for respectful money talks
- A framework for looking at the numbers together without blame
- Templates to build your "We Plan" and schedule your next money meeting
Free Template · Home & Family
Emergency Info Template
One page with every critical number your family needs — printed and ready on your fridge for when it matters most. Contacts, accounts, insurance details, and instructions all in one place. The kind of thing you hope you never need and will be so glad you have.
What's inside:
- Emergency contacts for family, doctors, and neighbors
- Key account numbers and financial institution contacts
- Insurance policy details and agent contacts
- Medical information and medication list
- Print-ready, single-page format
These templates pair perfectly
with our courses.
The Chart of Accounts Toolkit is even more powerful alongside the QuickBooks for STR Owners course — and the Investor-Ready Roadmap works hand-in-hand with the full investing education track.