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RESOURCE LIBRARY

Search practical guides, templates, checklists, and videos across all five money pillars.

12 resources found

  • Article · 6 min read

    The Bill Calendar That Ends Late Fees

    Map every due date to a pay period so nothing lands on the wrong week.

    Money Organization

  • Template · Copy & edit

    Paycheck Allocation Template

    A four-bucket split for bills, food, minimums, and savings — built for two paychecks a month.

    Tools & Systems

  • Guide · 12 min read

    How to Build a $500 Starter Fund on an Irregular Income

    Percentage-based saving rules that survive months when income drops.

    Financial Recovery

  • Video · 9 min watch

    Snowball vs. Avalanche in Plain English

    A whiteboard walkthrough of both payoff orders using real balances.

    Financial Recovery

  • Checklist · 20 min weekly

    Money Reset Sunday Checklist

    The exact four steps to reset your money each week in under 20 minutes.

    Tools & Systems

  • Guide · 10 min read

    Asking for a Raise: Scripts and Timing

    How to document results, pick the moment, and name a specific number.

    Income Growth

  • Article · 8 min read

    Baby on the Way: 90-Day Money Prep

    Insurance, leave planning, and the cash buffer to build before the due date.

    Life Stage Finance

  • Template · Copy & edit

    Sinking Fund Planner

    Twelve-month view of irregular expenses with automatic monthly set-aside math.

    Money Organization

  • Checklist · 15 min

    Catching Up After a Missed Payment

    A triage order for which bills to protect first when money is short.

    Financial Recovery

  • Video · 11 min watch

    Side Income Without Burning Out

    Choosing one income stream that fits your schedule and energy.

    Income Growth

  • Checklist · 20 min

    Divorce and Money: Document Checklist

    What to gather and separate before decisions get made for you.

    Life Stage Finance

  • Guide · 14 min read

    Zero-Based Budgeting for Beginners

    Assign every dollar a job, adjust mid-month, and stop budget guilt.

    Tools & Systems

The Wealth Strategist provides financial education and organizational tools. Content is not financial, investment, tax, legal, or credit-repair advice.