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Tutorials
SUITE.
Step-by-step videos and resources to help you master your money with industry-leading tools.
Mosaic Wealth Planner for
Google Sheets
It's never been easier (or faster) to budget.
Fill in one setup tab and let the template do the heavy lifting - building you a fully year of budgets by paycheck with income, expenses, automatic saving/investing, and even bi-weekly mortgage payments pre-filled.
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Hardcover
Pen and paper - classic and proven.
Learn how to ge the most out of your planner with page by page instructional videos and a full budget walkthrough featuring a REAL couple's numbers.
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FREE
Take the $5K in 5 Days challenge
Kickstart your financial success with step-by-step guidance in my 5-day email challenge. By the time we're done, you'll have a completed, ready to implement budget following my groundbreaking framework - the 8-Part Budget™.