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Meet My Frugal Expert Budget Helper ✅
Your calm, encouraging guide that walks you step by step through building a budget you can actually live with.
Now in both formats: custom GPT (ChatGPT) and Claude skill.
An Excel workbook that shows you where the money actually goes — forty-plus expense lines, a net worth page, debts ranked two ways, goals that fill themselves in, and twelve honest months. You fill in the yellow cells; the math is done. Guides from a 30-year CFO on every category, as rules of thumb, not rules.
Comes as the Excel workbook (opens in Google Sheets too) and a companion app — one price, both.
For when a spreadsheet feels like too much, but doing nothing feels like more. A simple, focused guide that walks you through your first family budget from scratch.This is that start. Thirty minutes. Four categories. One piece of paper. By bedtime, you’ll know more about your family’s money than you have in years.
Comes as a printable, a fillable PDF and an app — one price, all three.
15 minutes. One honest number. A holiday plan that fits it. Tell the Family Sleigh Saver what you can spend and who you’re buying for, and it splits the total across gifts, food, decor and the extras, keeps a running tally, and hands you affordable and DIY ideas when a category runs tight. A Claude Skill, instant download.
Three parts, about 15 minutes each. One honest week – and a money story that finally works for you instead of against you.
A CFO’s approach to rewriting the beliefs that write your money habits: find the story, put it on trial, replace it with one that’s actually true. Comes as a printable, a fillable PDF and an app — one price, all three. Instant download.
15 minutes a week to run your household money like a CFO. The Family Finance System builds your zero-based budget, sets up sinking funds, lines up your debt snowball with the rolled-forward payments shown, rebuilds the plan when income changes, and runs your weekly and monthly money meetings. A Claude Skill, instant download.
