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Build Better Habits with Free Financial Tools

Discover free resources created to help you budget smarter, save with intention, and plan for what matters. From downloadable worksheets to easy-to-follow guides—each tool is tailored to support your unique financial journey.

NEW!
Replay Webinar: How to Manage Your Budget in 60 Minutes

The Financial Clarity Playbook
For Service-Based Business Owners

Stressed, overwhelmed, and unsure where your money is going? This guide was built for service-based business owners who are ready to get clear, get organized, and take control of their finances.

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Debt Payoff Planner: See Your Debt-Free Date

Ready to finally get a clear plan for paying off debt?

 

This free Debt Payoff Planner shows you your debt-free date, the smartest order to tackle your debts, and a payoff plan tailored to you. Just enter what you owe and what you pay each month, and let the calculator do the rest no guesswork, no overwhelm.

Whether you're just getting started or ready to speed things up, this tool gives you a real roadmap to becoming debt-free.

Plug in your numbers and see your plan!

​The Essential 5: Types of Accounts Everyone Should Have

Ready to build a strong financial foundation?


This guide breaks down the Essential 5 bank accounts that everyone regardless of age or income should have to stay organized, prepared, and in control of their money. From everyday spending to future savings, each account plays a key role in helping you manage your finances with intention. Whether you're just getting started or refining your money habits, this free resource will walk you through the “why” and “how” behind each account plus give you action steps to take today.

Grab the guide and start making moves!

Free guide explaining the five essential bank accounts everyone should have for financial organization.
Guide to the best high-yield savings accounts for smarter saving and earning more interest
Start Saving Smarter:
Best High-Yield Savings Accounts

Sign up below to receive our curated list of the best high-yield savings accounts, based on TFS rankings. Start earning more while saving smarter. We'll send it straight to your inbox!

Where Is My Money Going?
Budgeting Spreadsheet 

Ready to take control of your money?


If you're wondering where your money is going or need a better system to manage your finances, you're not alone.

Start your financial journey with a simple, effective budget spreadsheet designed to help you stay on track and plan with purpose.

✅ Easy to use
✅ Fully customizable
✅ Perfect for beginners

Download your free budgeting spreadsheet now and start budgeting with confidence!

Budgeting spreadsheet to help track expenses, understand spending habits, and manage personal finances

Tools for Your Financial Journey

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Bilt Rewards

Earn points on rent AND mortgage payments — redeem for travel, fitness, and more

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Capital One Shopping

Save money automatically while you shop online and get $80 when you sign up

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Mint Mobile

Plans starting as low as $15/month same great service, smaller bill. Stop overpaying for your phone every month

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Capital One Credit Cards

See which Capital One cards you qualify for — check pre-approval in minutes with no impact to your credit score

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Capital One 360 Checking 

Earn $300 when you open a 360 Checking account with 2 direct deposits of $500+. No fees.

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REPLAYS

Budgeting workshop replay teaching how to manage your budget in 60 minutes.

How To Manage Your Budget In 60 Minutes

REPLAY

Confused about where your money’s going?

 

Let’s bring clarity and control back to your finances. Whether you’re just beginning your financial journey, recovering from setbacks, or ready to get more intentional—this event is for you.

Loved These Tools?

Book a free discovery call to get personalized support with your finances!

Financial coaching | Debt Management, budgeting, saving

Monday - Friday 7AM CST - 6 PM CST

Email: connect@tfsjourney.com

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Tailored Financial Solutions provides educational financial coaching services only. We do not offer legal, tax, or investment advice. Please consult with a licensed professional for advice specific to your situation.

© 2025 by Tailored Financial Solutions

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