Rewrite your families financial future

The same systems we use with clients, packaged so you can set them up at your kitchen table. Instant download

For your household

The Family Money Blueprint

For families who want a budget that actually survives real life.

$37 one-time · instant PDF download

  • The Fresh Page Method: one 45-minute money date a month
  • Printable Monthly Money Date checklist and budget page
  • Sinking funds planner (holidays, birthdays, car, back-to-school)
  • Debt payoff plan plus a color-in debt tracker and payment log
  • Kids' Give / Save / Spend jar tracker and ideas by age

Most popular · For business owners

The Parent-Preneur Books Kit

For moms and dads running a business between school pickups.

$67 one-time · instant PDF download

  • The Fresh Page Method: clean books in one hour a month
  • Printable Monthly Close checklist — no spreadsheets
  • The Highlighter Method for sorting your statements
  • Plain-English expense category cheat sheet
  • Quarterly tax tracker, year-at-a-glance page and mileage log
  • One-time setup checklist to separate business and personal money

For tax season

The Tax-Ready Year Organizer

For families and the self-employed who dread the shoebox of receipts.

$27 one-time · instant PDF download

  • The Fresh Page Method: tax-ready in 10 minutes a month
  • Printable monthly Tax-Ready Check and year-at-a-glance page
  • Childcare, giving, medical and estimated payment logs
  • Year-end checklist and document checklist
  • Hand-off sheet that makes your preparer's job (and fee) smaller
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