Financial Blueprint Collection

Life doesn’t always follow a linear financial path—and neither should your tools.

The Financial Blueprint Collection offers a series of focused, goal-based bundles designed to help you make clear, confident decisions around specific milestones and challenges.

Whether you're paying off debt, buying your first home, or building long-term wealth, these blueprints meet you where you are—with practical tools, proven strategies, and full control in your hands.

Each bundle is delivered as a fully editable Microsoft Excel workbook—giving you the flexibility to explore real-life scenarios, maintain your privacy, and customize every detail of your financial plan.

Built for Everyday Goals and Life-Changing Moments

Individuals who are working to pay off debt, recover from hardship, or build a stronger financial foundation after setbacks.

Debt Eliminators & Financial Rebuilders

Professionals eager to maximize their income, grow their investments, and take ownership of their financial future.

Wealth Builders & Side Hustlers

People ready to make informed, confident home-buying decisions—whether for their family or their future as property investors.

1st Time Home Buyers & Real Estate Dreamers

Those who love learning, exploring tools, and taking initiative—ready to apply structured solutions to everyday financial goals.

Financially Curious & DIY Planners

Choose the Blueprint That Matches Your Financial Goal

  • For those rebuilding, restarting, or finally getting serious about their finances.
    Whether you’re recovering from hardship, starting fresh post-divorce, or simply tired of living paycheck to paycheck, this bundle gives you a clear plan to reset your financial life with confidence.

    Tools You’ll Get:

    • Income Tracker (multiple stream optimization)

    • Monthly Expenses (budgeting & identify spending cuts)

    • Debt Payoff (debt snowball/avalanche strategies)

    • Savings Goals (emergency fund & debt elimination goals)

    • Net Worth (baseline establishment & debt reduction tracking)

    • Time Management (building strong financial habits)

    • Transportation Cost Comparison (smart spending choices)

    • Vehicle Affordability (buying guidance for your budget)

    Why It Works:

    • Designed for people who need to start fresh with a clean, guided system

    • Focuses on clarity, control, and early wins to build confidence

    • Helps eliminate guesswork around budgeting and bill management

    • Moves you from reactive spending to proactive planning

    Price: $87

  • For individuals preparing for their first (or next) home purchase.
    Buying a home is one of the biggest financial decisions you’ll ever make. This bundle helps you prepare wisely, calculate realistically, and choose with confidence—whether you’re buying to live or to invest.

    Tools You’ll Get:

    • Income Assessment (mortgage readiness + pre-approval planning)

    • Home Affordability Calculator (realistic purchase price estimates)

    • Rent vs. Buy Comparison Tool (cost-based decision support)

    • REI Calculator (property investment planning)

    • Monthly Expenses Tracker (homeownership budget prep)

    • Savings Goals Tracker (down payment + closing cost planning)

    Why It Works

    • Simplifies complex decisions around housing and investment

    • Provides real-world affordability checks, not just lender estimates

    • Helps you understand tradeoffs between renting, buying, and investing

    • Prepares you financially for upfront and ongoing homeownership costs

    Price: $127

  • For professionals ready to grow their income, expand investments, and plan for independence.
    This advanced bundle is perfect for those thinking beyond the basics. Whether you're aiming for FIRE or building multi-stream income stability, these tools help you make smart, long-term financial moves with precision.

    Tools You’ll Get:

    • Income Tracker (multi-stream income planning)

    • Retirement Planner (traditional + accelerated timelines)

    • Early Retirement Calculator (FIRE strategy modeling)

    • IRA Calculator (tax-advantaged investing)

    • 401K Planner (maximize employer match + long-term growth)

    • Annuity Calculator (passive income + wealth preservation)

    • Stocks Tracker (portfolio monitoring + gains/losses)

    • Net Worth Tracker (wealth accumulation progress)

    • Asset Tracker (detailed asset inventory + growth monitoring)

    • REI Income Tracker (rental property cash flow analysis)

    • REI Calculator (deal evaluation for investment properties)

    • Monthly Expenses Tracker (lifestyle optimization budgeting)

    • Savings Goals Tracker (investment funding + freedom milestones)

    Why It Works:

    • Designed for advanced planning without the overwhelm

    • Perfect for long-term thinkers, FIRE followers, and entrepreneurs

    • Integrates income, investment, and lifestyle decisions into one system

    • Gives you the tools to measure, model, and multiply your progress

    Price: $167

Frequently Asked Questions

  • These bundles are goal-based. They’re designed to help you tackle a specific financial challenge or milestone. The Financial Transformation System is a broader, FI Spectrum-aligned system that guides you through your complete financial journey.

  • Not at all. Each bundle is standalone and complete for its focus area. If you’re working through multiple goals, you may find value in exploring more than one—or upgrading to the full toolkit.

  • Yes. These bundles are designed for independent use, with clear, structured templates and labeled sections. No coaching is required.

  • Absolutely. If you decide to move forward with coaching or upgrade to the full Financial Transformation System, a portion (or all) of your Blueprint Collection purchase may be credited toward your next purchase — just reach out to confirm eligibility and timeline. We're here to support your journey every step of the way.