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Money Monk System
Put every dollar to work, from paycheck to portfolio to retirement.
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Videos
Money videos that connect the dots: budgeting, investing, mindset and more.
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Free tools
Free tools and frameworks that make money less confusing.
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My signature wealth-building system now in Google Sheets.
The integrated budgeting, investing, and money coach for wealth-builders.
End the "am I doing enough?" worry. I built the Money Monk System to connect every part of wealth-building, from budgeting to investing, so you know where you stand at every step.
- All-in-one Zero Based Budget, Investment and Wealth System
- The Money Monk companion add-on at no additional cost
- Free updates without having to start over
- Comprehensive debt and long-term savings planner
- Fully customizable bill calendar
- Investment tracking and asset allocation manager
- Customizable reporting to inform your wealth plan
- Ongoing updates, communications, and setup walkthroughs from me
Videos
Simple, practical and honest videos that connect the dots, from budgeting to investing to mindset. Here are some of the most watched.
CashWhy I left banks and high-yield savings accounts for the Fidelity Cash Management Account(opens in a new tab)
T-billsEverything You Need To Know About T-Bills(opens in a new tab)
SecurityProtect your investment accounts from brokerage transfer fraud(opens in a new tab)
MindsetWhy compound interest doesn't make most people rich(opens in a new tab)
T-billsHow To Buy Treasury Bills at Fidelity and Automate Purchases(opens in a new tab)
SavingThe Buy Nothing Rebellion: Revenge Saving and How I Escaped Consumerism(opens in a new tab)
T-billsHow to Build a T-Bill Ladder with my Free Ladder Builder(opens in a new tab)
AutomationHow I automate my Finances in 10 Minutes(opens in a new tab)
Retirement2026 Retirement Savings Blueprint: How Much to Save Where(opens in a new tab)
GoalsWhy chasing financial milestones can make us miserable(opens in a new tab)
Free tools
I design simple systems that make money less confusing, from first steps to long-term planning. They're free when you join the newsletter.
T-Bill Ladder Builder and Calculator
Build a customized T-Bill ladder that works best for your needs.
Beginner's Wealth Building Checklist
Take these first steps to have your money earn for you.
$10K Milestone Checklist
Your first $10K says a lot about you. Use this list to celebrate and focus in key areas.
Newsletter
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