Tools, guides, and resources to help you build wealth on your own terms.
Digital Products
Roth IRA Starter Kit
$12
The step-by-step workbook that takes you from “I should open one of those” to “I did the thing.” No jargon, no overwhelm.
Salary Negotiation Guide
$17
The complete salary negotiation system built specifically for women.
The Late Start Investor
$17
The catch-up system for women who started investing later.
Rich Auntie Portfolio Tracker
$17
Track your investments, dividends, goals and progress in one beautifully designed spreadsheet. Google Sheets only. Beginner-friendly.
Smart Money Portfolio Tracker
$17
Your entire portfolio. One spreadsheet. Track holdings, dividends, goals & live prices — automatically. Google Sheets only.
Passive Income Goal Tracker PDF
$7
Track your passive income the
old-fashioned way — with a pen,
a printer, and actual intention.
Passive Income Goal Tracker Spreadsheet
$17
A full dashboard that shows you exactly where your money is coming from.
Bundles
The late Start Bundle
$24
Everything a late starter needs in one set: your full catch-up plan, plus the Roth IRA that powers it.
Passive Income Goal Tracker Bundle
$22
Track your passive income your way — on screen, on paper, or both.
Free Resources
Not ready to buy yet? Start here. These free guides are yours — no catch, no credit card.
The Roth IRA Decision Guide
Should you open one, where, and how — without the jargon. A short, clear guide that answers the most-asked beginner question in personal finance.
From Zero to Investor
The beginner’s guide to building your first stock portfolio in 30 days. Five stages, plain English, zero assumptions.
The Catch-Up Plan
Your free catch-up plan for investing and building wealth after 40.
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