**🏠 Home | 📝 Insights |🎵 Music | 📂 Resources & Templates | 👤 About | 📬 Connect**

image.png

Below are free templates and tools I use to help clients save time and money. Feel free to download and use them.

📄 Downloadable Templates & Guides

Investing

Tax & Personal Finance

📘 Freelancer Tax Organizer

Download PDF

📊 Monthly Budget Tracker (Excel)

Download File

📜 You may use these for personal or client use. Redistribution is not allowed without permission.


💰 Recommended Tools & Platforms

I may earn commissions from some of the links below.

Brokerage Accounts

🏦 **MooMoo Financial — Online brokerage** that provides easy access to pro-grade AI driven investment analytics. Use the link below and get 8.1% APY on your cash balance and up to 60 free stocks for a limited time.

Open an Account