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See how the system works, before you buy it.

Three sample pages and a sample Budget Workbook sheet, from the Complete Package. The full guides go further.

The Money System

Sample page

Step 1: List every bill with its due date

Open the Budget Workbook and go to the Bills sheet.
Enter each bill: its name, amount, due date and the account it leaves.
Mark the bills that stay the same every month, such as rent.
Sort the rows by due date.

Why this step comes first

Sorted due dates show which bill a tight week can wait on and which cannot. One list ends the month-end guessing.

A sample page from the Money System. The full guide continues from here, with a note for Quicken and QuickBooks users.

The Savings and 401(k) Guide

Sample page

Why that blank 401(k) form matters

Your employer's 401(k) plan moves part of your pay into a retirement account before you see it.

A traditional 401(k) takes the tax when you withdraw the money. A Roth 401(k) takes the tax now.

The guide explains how each type works, in plain words, so you can choose for yourself.

The guides never name a fund, plan or insurer to buy. Education only, not personal financial advice.

A sample page from the Savings and 401(k) Guide. The full guide explains each plan type and what to ask your HR team.

The Insurance and Family Protection Guide

Sample page

Four answers to have before you call an agent

Who depends on your pay.
What your lease or your job already covers.
What you own that would cost a lot to replace.
What one large medical or repair bill would do to your savings.

The guide explains why each insurance type exists and what it protects. You decide the rest with a licensed agent. Education only, not personal financial advice.

A sample page from the Insurance and Family Protection Guide. The full guide walks through each insurance type a household meets.

The Budget Workbook, on screen

A sample monthly sheet from the Excel workbook, with sample numbers. Your entries replace them.

Sample Budget Workbook sheet for one month, with sample numbers for rent, savings, utilities and groceries
Item	Planned	Due	Paid
Rent	$1,200	Day 1	Yes
Savings transfer	$100	Day 3	Yes
Electric	$60	Day 12	No
Phone	$45	Day 15	No
Groceries	$320	Weekly	—

Sample data, not a recommendation. The workbook needs Excel or a compatible spreadsheet app.

What the full package adds

Each sample above is one page. The Complete Package carries the whole system. It holds the Money System, the Budget Workbook, the Savings and 401(k) Guide and the Insurance and Family Protection Guide.

A 60-day refund, no questions, comes with it. Education only, not personal financial advice.

$49

One-time purchase

See the Complete Package