Organize Your Entire Financial Life in One Afternoon
Professional-grade planning tools used by advisors — now available for DIY investors who want to take control.
You're Smart Enough to Manage Your Own Finances
So why does everything still feel... scattered?
Here's what most DIY investors deal with:
✗ Net worth tracked in one spreadsheet (last updated 8 months ago)
✗ Budget in a different app you stopped using
✗ Retirement calculations on random sticky notes
✗ Debt payoff strategy living in your head
✗ Insurance policies buried in email somewhere
✗ No idea if you're on track or missing something critical
The Problem Isn't Lack of Intelligence
You don't have a finance problem. You have an organization problem.
And organization requires structure.
Introducing The DIY Wealth Plan
One comprehensive system. Everything connected. Nothing overlooked.
This is the exact framework used by Financial Planners - adapted for smart DIY investors who want professional results without the $30,000+/year advisor AUM fee.
3 Key Benefits:
📊 Comprehensive 12 modules covering every major financial planning area - net worth, cash flow, debt, retirement, insurance, taxes, investments, and estate planning.
🔗 Connected Unlike scattered tools, everything links together. Your cash flow feeds your retirement plan. Your debt strategy impacts your net worth. See the complete picture.
✅ Professional-Grade Built by a former Financial Planner with MBA/MPH background. This isn't a template thrown together - it's a refined system from an actual RIA practice.
12 Complete Financial Planning Modules
Everything you need to organize, optimize, and execute your financial plan.
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See the big picture. Track assets and liabilities across all accounts. Monitor growth over time. Finally know what you're actually worth.
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Where does your money go? Fixed vs. variable expenses, true savings rate, and optimization opportunities all in one place.
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Calculate your exact 3-month and 6-month targets. Track your gap. Create a timeline to get fully funded.
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Avalanche vs. Snowball comparison. Automatic debt ranking by interest rate and balance. Your personalized payoff roadmap.
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The 25x rule calculator. Required monthly savings. Reality check on whether you're actually on track for the retirement you want.
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Life insurance needs (income replacement method). Disability, health, and umbrella policy tracking. Identify coverage gaps.
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2026 contribution limits for all tax-advantaged accounts. Standard vs. itemized deduction calculator. Find money you're leaving on the table.
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Current vs. target asset allocation across all accounts. Age-based allocation rules. Annual fee audit to catch hidden costs.
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Essential documents tracking. Beneficiary review dates. Digital asset inventory. Document location management.
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Year-in-review template. Key metrics tracking. Goal setting for next year. Quarterly check-in system.
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Every financial account in one secure place. Institution, account numbers, login URLs. Your financial life at a glance.
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Stop planning, start doing. Break your financial goals into monthly priorities with built-in accountability.
Choose Your Format (Or Use All Three!)
You get all 3 formats in one purchase - use whichever fits your workflow.
📗 Excel Workbook
Best for: Spreadsheet lovers
✓ Auto-calculating formulas
✓ Professional color-coding (blue inputs, black calculations)
✓ 63 formulas, zero errors
✓ Works in Excel, Google Sheets, LibreOffice
Perfect if you: Love seeing numbers update automatically and want built-in calculations
📘 Word Document
Best for: Collaborative planning
✓ Clean, professional formatting
✓ Opens perfectly in Google Docs
✓ Easy to edit, print, or share
✓ Great for planning with a partner
Perfect if you: Want something you can work on together or prefer document format over spreadsheets
📕 PDF Version
Best for: Print-and-fill users
✓ Fixed layout that won't break
✓ Print and complete by hand
✓ Perfect for physical filing
✓ No software required
Perfect if you: Prefer paper planning or want a backup you can print and store
