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Resources

Tools to take with you

eBooks, newsletters, videos and worksheets that go alongside the courses. Yours to keep.

PDF Members

Credit Repair Dispute Letter Templates

Eight ready-to-send FCRA dispute letters covering inaccurate accounts, identity theft, re-aged debt and method-of-verification requests.

Financial Literacy14 pages0.4 MB

PDF

Monthly Budget & Cash-Flow Worksheet

A printable worksheet for mapping income against fixed costs, variable spending and savings targets — with the emergency-fund calculation built in.

Financial Literacy4 pages0.2 MB

Newsletter

The Financial Daily

Our weekly roundup: market movement, Federal Reserve decisions, policy changes and what each one means for your household balance sheet.

PDF Members

Business Formation Checklist

The filing sequence in order — articles, EIN, operating agreement, bank account — plus the annual compliance calendar that keeps your liability shield intact.

Business & Corporate9 pages0.3 MB

eBook Members

The Blueprint to Wealth

Mr. Banks’ long-form guide to the order of operations: buffer, match, high-interest debt, tax-advantaged accounts, then taxable investing.

Financial Literacy72 pages4 MB

eBook Members

Business Credit & Capitalisation Guide

Separating business credit from personal, establishing trade lines, and what lenders look for when underwriting a young entity.

Business & Corporate36 pages1.9 MB