Assessment
11 questions · 5 min
Member tools & resources
Two tools on us.
The rest come with membership.
Run the Budget & Net Worth Tracker and the Investor Readiness check right here — free, no account needed for your first look. Every other calculator, template and guide lives inside the member portal, and you can buy any single tool for $29.
Free to try
Try two tools right now — no account needed.
Each one opens in a window right here and runs in your browser. Your first run is free.
Free to try
Budget & Net-Worth Tracker
Track monthly cash flow alongside assets and liabilities so you can watch net worth move — not just the checking balance.
Free to try
Investor Readiness Assessment
Determines whether you are financially prepared to begin investing — reserves, debt, time horizon, risk tolerance, and knowledge.
Calculations run in your browser. Nothing you enter here is stored or transmitted.
Two ways in
Buy a tool. Or get the whole system.
Tools, one at a time
$29per tool, one-time
Create a free account, pick the tool you need, and it’s yours in the member portal for good.
Premium membership
All 8 toolsincluded
$232 of tools, plus the full resource library, courses and coaching — for less than buying them piece by piece.
- Every tool and calculator — all eight, unlocked.
- The full template, checklist and guide library.
- Your Financial Wellness Assessment and personalised roadmap.
- Courses, live webinars and group coaching.
Inside the member portal
Six more tools, waiting for you.
The member library
Templates, checklists and guides — all included with membership.
17 resources
Template
Spreadsheet + PDF
Checklist
Checklist
Checklist
Checklist
Guide
Guide
Guide
Guide
Template
Template
Guide
22 pages
Guide
9 pages
Essay
8 min read
Podcast
36 min
Video
24 min
Guide
Program guide
Guide
One page
Guide
6 topics
Assessment
Assessment
Guide
Media kit
Your library, your wayOne place for the work.
One place for the work.
Everything you unlock stays there.
Tools you buy and everything your membership includes live in the member portal, alongside your assessment results, roadmap and course progress.
What’s inside your library
- Every tool you own — or all of them, with Premium.
- Your Financial Wellness Assessment results and pathway.
- Progress on any course you've started.
- Upcoming webinars and coaching sessions in one place.
Your Next Step
Ready when you are. Start with the assessment.
Join the Blueprint as a free member, or schedule a 1:1 consultation and get a personalized plan for your path.