ASSETSXRAY

Planning toolkits.

Reusable worksheets that turn a calculator estimate into a plan.

Core calculators remain free. These optional toolkits are being prepared for purchase; checkout is not open yet.

Money planning toolkit

A guided monthly budget, net worth snapshot and savings-goal review, with reusable worksheets and a worked example.

  • Monthly cash-flow worksheet
  • Assets and debts inventory
  • Savings scenario comparison
  • Quarterly review guide

Coming soon. No payment is currently accepted for this toolkit.

Rental property scenario toolkit

Compare income, vacancy, operating costs and financing assumptions before you commit to a property.

  • Property comparison worksheet
  • Monthly operating-cost inventory
  • Vacancy and repair stress test
  • Due-diligence question guide

Coming soon. No payment is currently accepted for this toolkit.

Try the free resources first

Download the monthly planning worksheet or compare two savings scenarios. The toolkits use hypothetical assumptions, not live rates, and do not replace professional advice.