Get Free Financial Resources Here!

We want you to be successful in everything you do. To help you, we’ve added some of our favorite free resources to this page for you to use. These resources will help you take control of your finances so that you can truly experience L.I.F.E. (Living In Financial Excellence!)

Free Budgeting Forms & Worksheets

10-page Goal Setting Worksheet

Don’t download this unless you are serious about setting goals and changing your direction in life!

Climb the Ladder of L.I.F.E.

The 8 step process for eliminating debt and building wealth. You can’t dig your way out of a hole. To get out of debt you need a ladder to climb out of the hole. To reach new financial heights you need a tall ladder. You climb a ladder one step at a time, and the process for Living In Financial Excellence is no different.

Monthly Cash Flow Plan

This basic, zero-based budget form will help you get on track and get a good head start on your monthly cash flow plan.

Recommended Budget Spending Percentages

How much should you give? How high should your house payment be? This sheet helps you make sure you keep your proportions in check and your priorities on track.

The Wisdom of Great Investors

A report issued by Davis Advisors highlighting insight from some of history’s greatest investment minds. A must read for the investor who is shaking in fear over our stock market’s current condition.

Online Coupons & Deals

Booking Buddy – compares all discount travel sites for a great deal

Coupons.com – printable coupons

Mysavings.com – printable coupons/free offers

Restaurant.com – find restaurants near you and save 60% or more

Moolala.com – awesome deals emailed to you daily plus opportunity to earn money for referrals

Allyou.com – coupons, meal ideas, daily free samples and much more

Heyitsfree.net – freebies, coupons

Other good financial links

www.kidnexions.com Kidnexions offers parents and educators the tools needed to help teach kids about math and money.

ww.cpsc.gov Consumer Product Safety Commission. Find the latest recalls on consumer products.

www.recalls.gov Another site to find the latest recalls on consumer products.

Do Not Call Registry – Register your phone number to prevent telemarketers from calling.

Pre-Screen Opt-Out – Prevent credit card companies from pre-screening your credit report and offering you pre-approved credit.

AnnualCreditReport.com – Download a free credit report each year and check it for accuracy

IRS Web Site – Keep current on tax rules and regulations

IRS Withholding Calculator – Use this to ensure you do not have too much or too little income tax withheld from your pay.

Free Media Files & Downloads

Women, Men and Dave Ramsey’s 7 Baby Steps

Matt sits in as special guest on the radio show “Intelligent Investing With Pamela Otten” to discuss the differences between men and women, and how to fix your finances.

Finishing Dave Ramsey’s Baby Steps

Matt is invited back to the “Intelligent Investing With Pamela Otten” radio show to finish our discussion on the basic process for Living In Financial Excellence.

Major Money Mistakes

Matt once again visits “Intelligent Investing with Pamela Otten” to offer his thoughts on common mistakes we make with our money.

Effective Job Search Techniques

Matt teaches a class on selling yourself to prospective employers at a job seekers networking group meeting.