Free Financial Planning Resources
Getting started with your finances doesn't have to be overwhelming.
At A Money Maker Mindset we offer advice only financial planning services and believe that understanding your money starts with understanding yourself. These free financial planning resources are designed to help you slow down, get curious, and take an honest look at where you are right now, no judgment, no jargon.
Whether you're just starting out or ready to get serious about your financial future, download one (or all three!) and take your first step toward a healthier relationship with money.
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Check out our Free Resources below!
Weekly Money Diary
Start paying attention to where your money actually goes. This free spending tracker helps you log your daily expenses by category and — importantly — how you felt when you spent it. For anyone working toward better money habits in Calgary or beyond, awareness is always the first step to real financial change.
Downloand Now!
What Is My Net Worth
Your net worth is just a starting point, not a judgment. This free one-page worksheet helps you add up your assets and liabilities so you can see your full financial picture clearly. A great first exercise for anyone looking to work with an advice only financial planner and get serious about their financial goals.
Find your net worth!
What Is My Money Mindset
Your relationship with money started long before your first paycheque.
This reflective worksheet walks you through your money values, your earliest financial memories, and what triggers your spending, helping you build the foundation for smarter, more intentional financial planning. Because lasting change starts with knowing your why.
What is your Money Mindset?