Any Income
The Money Toolkit + Workbook
Everything we use with coaching clients to get a clear picture, a real plan and a debt-free date, packaged so you can do it on your own time.
- ✓Monthly budget that shows your Needs / Wants / Future You split and flags when your plan doesn't add up.
- ✓Debt payoff planner with your debt-free date under Snowball, Avalanche and minimums only, side by side.
- ✓Net worth tracker with a 12-month chart of your progress.
- ✓Emergency fund and goals calculator that tells you exactly what each goal needs per month.
- ✓Wealth on Any Income, a 12-page printable workbook: the 7-step plan, worksheets, a rate-reduction call script and a 90-day checklist.
Launching this week. Join the list and you'll get the link first, plus the free Money Snapshot worksheet now.
Works in Excel and Google Sheets. Comes with sample numbers so you can see it working before you add yours. Questions? hello@squaredroots.co
Good to know
Who is this for?
Anyone who wants a clear, simple system for their money, especially if you feel behind or never got the playbook. It's built for every income level, including tight ones.
Do I need Excel?
No. It works in Google Sheets for free: upload the file and open it. It also works in Excel and Numbers.
Is this financial advice?
No. It's an educational tool for organizing your money and making your own plan. For advice about specific investments, taxes or legal matters, talk with a licensed professional.
Refunds?
If the toolkit isn't useful to you, email us within 30 days and we'll refund you. No hoops.
Want help applying it?
Our 1:1 coaching walks through your real numbers with you.