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.”