Free Resources

Free templates, scripts, and guides to help you manage your finances and portfolio career.

Ultimate Net Worth Tracker

Multi-currency tracker to calculate your net worth and compare to your savings goals.
Download

10 Proven Email & DM Scripts

Get word-for-word email & DM scripts that I have personally used or recommended from my 10 year tech career in the US & Asia.
Download

EOY Financial Checklist

Review your money system and setup yourself up for success in the new year.
Download

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