Financial Tools

FREE FINANCIAL TOOLS

Your Financial Toolkit

Three calculators that work together — check your budget, your safety net, and your net worth, then see exactly what to look at next.

LIVE CALCULATOR

Budget Calculator

See your savings rate using the 50/30/20 rule

$

$

$

Enter your numbers to see your savings rate and how it compares to the 50/30/20 benchmark.

LIVE CALCULATOR

Emergency Fund Calculator

Find out how many months of expenses you’re covered for

$

$

Enter your numbers to see how many months your emergency fund would cover.

LIVE CALCULATOR

Net Worth Calculator

Everything you own, minus everything you owe

$

$

$

$

Enter your numbers to see your current net worth.

LIVE CALCULATOR

Compound Interest Calculator

See how a lump sum grows over time

$

%

#

Enter your numbers to see how compounding grows your money over time.

LIVE CALCULATOR

Investment Growth Calculator

See what regular monthly investing adds up to

$

$

%

#

Enter your numbers to see your projected investment growth.

LIVE CALCULATOR

Debt Payoff Calculator

See how long it takes to become debt-free

$

%

$

Enter your numbers to see how long payoff will take and total interest paid.

SIGNATURE TOOL

Financial Health Score

One number that sums up where you stand

$

$

$

$

$

Enter your numbers to get your Financial Health Score out of 100.

SIGNATURE TOOL

My Wealth Plan

Your full financial picture, projected forward

#

$

$

$

$

$

#

Enter your numbers to see your current position and where it’s projected to go.

LIVE CALCULATOR

Sinking Fund Planner

Turn your goals and due dates into a monthly savings plan

$

Add your funds to see your monthly plan.
KEEP LEARNING
📘
Start here if the idea is new
🗂️
Ideas for which funds to start