Level Up Cheat Sheets

Below you will find personal finance cheat sheets to help you take your financial confidence to the next level.

Budget Calculator Template

 

Related Resources

How to Build a Budget (Video)

How to Be a Baller on a Budget

Estate Document Checklist

 

Related Resources

Estate Planning Strategy Guide

Life Insurance Strategy Guide

2017 Tax Filing Checklist

 

Related Resources

Tax Planning Strategy Guide

This or That: Tax Withholding (Video)

Mortgage Application Checklist 

 

Related Resources

Do I Need 20% Down Payment?

Should I Buy a Home?

Choosing the Right Financial Advisor Infographic

 

Related Resources

10 Questions to Ask Your Financial Planner

Choosing the Right Financial Advisor Strategy Guide

Net Worth Template (Coming Soon)

 

Related Resources

How to Build Wealth Strategy Guide

Power of Compound Interest (Video)

New Baby Checklist (Coming Soon)

 

Beneficiary Checklist (Coming Soon)

 

Related Resources

How to Choose a Beneficiary

Level Up Infographics

A no fluff look at the highlights on important financial planning topics.

Should I Do a Roth Conversion?

Quick Video on Roth Conversions

Choosing the Right Financial Advisor

10 Questions to Ask Your Financial Planner Strategy Guide

Why Level Up Financial Planning

Why Level Up Financial Planning Post

How to Be a Baller on a Budget

How to Be a Baller on a Budget Strategy Guide

What a Recession Means to You

How a Recession Could Impact You Strategy Guide

Trade-Off Options

How to Build Wealth

How to Build Wealth Strategy Guide

Level Up Calculators


(Coming Soon)

See the impact of making important financial decisions.

Value & Cost of Financial Planning

 

Planner Cost Estimator

Debt Avalanche

 

Tradeoff Calculator

 

Compound Interest

 

ESPP Calculator

 

Employee Stock Purchase Plan (ESPP) Tax Calculator

RSU Tax Calculator

 

Restricted Stock Unit (RSU) Tax Calculator