Free tools to build your house.
Calculators, do-it-yourself courses and a custom financial roadmap. Learn the fundamentals at your own pace, then get a plan built on your real numbers when you’re ready.
Run your numbers
Plug in your real numbers and see where you stand in a few minutes.
Probate Cost Estimator
See what California probate could cost your family under the statutory fee schedule, and what to do about it.
Retirement Gap Calculator
Pick your lifestyle, move the sliders and see the gap between where you’re headed and where you want to be.
Debt Payoff Calculator
Find your payoff order, your debt-free date and how much interest you stop paying.
Life Insurance Needs Calculator
How much coverage would your family actually need if your income stopped tomorrow?
Emergency Fund Calculator
Your starter fund and your 6-month number, based on what you really spend.
457(b) & 401(k) Contribution Estimator
See what a few extra percent a paycheck could grow into over your career.
Learn the fundamentals
Short, plain-English lessons you can do on your own schedule.
Financial House 101
The foundation, the frame and the roof: how to build your finances in the right order.
Debt Freedom Course
A step-by-step system to stop the interest leak and get debt-free faster.
First Responder Retirement
Pensions, 457(b) plans and bridging the gap if you retire early.
Your custom financial roadmap
When you’re ready for a plan built on your own numbers, start here.
Family Legacy Blueprint
A free 30-minute session and a written plan for every layer of your financial house.
1099 Financial House Roadmap
Self-employed? Watch the 5-minute video and see the plan for uneven income.
Build-Your-Own Roadmap
Answer a few questions and get a personalized step-by-step roadmap for your house.
Get new tools when they drop
New calculators and courses are on the way. Leave your email and we’ll send them to you first. No spam.
Want it built for you?
The tools teach the fundamentals. Your free Blueprint applies them to your real numbers.
Prefer to talk first? Call or text (760) 514-1884.