Skip to Content

Financial Planning Tools

If you like FREE stuff, you're in the right place!
8 Steps for
Building Wealth

  PDF Download

Tax Planning Checklist

  PDF Download

Important Financial
Numbers - 2025

  PDF Download

Annual Net 
Worth Tracker

Copy Spreadsheet 

Net Worth / FI Forecast

 Open Calculator 

Budget Building
Template

Copy Spreadsheet

Emergency Fund 
Calculator

Copy Spreadsheet

Rent vs Own
Calculator

 Open Calculator 

Common Charitable Giving Vehicles

  PDF Download 

Issues to Consider With A New Job

  PDF Download 

Loan
Calculator

 Open Calculator 

Important Fine Print: These tools and resources are provided for educational purposes and are not intended as specific financial, investment, or tax advice. Some of the calculations make general assumptions and may not reflect your unique financial situation. Please consult a licensed professional (like Norsu) for personalized advice.

Want more help? Have specific questions?

Schedule a FREE Intro Call