The Generational Wealth Charts Pack is your visual roadmap to financial freedom. While The Playbook teaches the principles and the Workbook + Toolkit guides you through exercises, the Charts Pack gives you at-a-glance clarity so you can track progress, stay motivated, and keep your wealth journey visible every step of the way.

Inside, you’ll find:

  • Budgeting Tools: Visual trackers for income, expenses, and zero-based budgeting.
  • Debt Freedom Charts: Debt snowball and sinking funds trackers to help you pay off balances faster.
  • Savings & Emergency Fund Charts: Progress trackers that keep your momentum high as you build security.
  • Wealth Growth Tools: Net worth trackers, investment charts, and goal-setting visuals to measure success.
  • Family & Mindset Resources: Money meeting agendas, kids’ allowance charts, and financial affirmations.
  • Notes & Reflection Pages: Space to set intentions, reflect, and personalize your wealth journey.

These charts and worksheets are designed to:

  • Keep your goals in sight every day
  • Provide structure and accountability
  • Turn financial habits into visible progress
  • Build a legacy of confidence and clarity for your family

The Generational Wealth Charts Pack is more than just worksheets; it’s a set of visual tools that help you move from financial confusion to confidence, one chart at a time.

“What you track, grows. What you see, you achieve.”