Tools
A compact toolkit for 2026
These resources are meant to help you organize your month: track cash flow, schedule check-ins, and keep life goals visible without stress. Everything is built around small, repeatable actions.
Monthly checklist
A 15-minute routine: verify inflows, categorize outflows, update targets.
Tip: keep it on the same day every month.
Spending map
A simple structure: essentials, commitments, flexibility, future priorities.
Tip: avoid too many categories—clarity wins.
Goal milestones
Break a 12-month goal into smaller checkpoints you can actually track.
Tip: attach each milestone to a date, not a feeling.
Digital hygiene
Password updates, device access review, and a simple “what to share” rule.
Tip: review access after any major life change.
Request a personalized starter pack
Tell us your main priority and we will suggest a compact set of steps to start your 2026 routine.