Tools and Resources

Click on the Excel Files to Download Tools

MORTGAGE

CALCULATOR

How much does a house really cost you? Find out the effects of down payments and interest rates with this tool.

Mortgage

V.S. TSP LOAN

This tool can help you decide what opportunity cost you'll need to have to use a TSP Loan or not.

Opportunity cost of savings Accounts

How much could you be making with a high-yield savings account?

BUDGET TEMPLATE

v2.0

Understanding where your money is going is the first step to your financial freedom!

When we communicate our performances it's important to know the money-weighted rate of return.

Money-Weighted

Rate of Return

HOW LONG TO

REACH F.I.R.E.

Beta spreadsheet (meaning it works, it's just not pretty) for finding out how many years to reach financial independence.

COMING SOON

More Financial Tools Coming Soon!

COMING SOON

More Financial Tools Coming Soon!