Free tools and guides to improve your financial decision-making
We've created these resources to help you apply the concepts from our blog in your everyday financial decisions. All materials are free to download and use for personal development.
These tools focus on improving the psychological and cognitive aspects of financial decision-making rather than specific investment advice or strategies.
Build your personalized financial decision-making framework with this step-by-step worksheet. Includes sections for values clarification, criteria development, and documentation.
Download PDFLearn to identify and counter the 12 most common cognitive biases that affect financial decisions. Each bias includes real-world examples and specific mitigation strategies.
Download PDFTrack your financial decisions and their outcomes with this structured template. Helps identify patterns in your decision-making and build awareness of emotional factors.
Download FilesExplore your emotional relationship with money through guided reflection exercises. Uncover subconscious patterns that may be influencing your financial behavior.
Download PDFPrepare for financial emergencies with this comprehensive checklist. Covers essential preparations and decision protocols for navigating unexpected financial challenges.
Download PDFLearn practical mindfulness techniques specifically adapted for financial contexts. Includes daily exercises to build awareness around spending, saving, and financial anxiety.
Download PDFMap out complex financial decisions with this interactive template. Helps visualize options, consequences, and contingency plans for major financial choices.
Access ResourcesA pocket-sized checklist for making sound financial decisions when under time pressure or stress. Features critical questions and quick techniques for mental clarity.
Download FilesThese books have informed our approach to financial thinking and decision-making. We receive no compensation for these recommendations.
The foundational work on cognitive biases and the two systems of thinking that drive our decisions, including financial ones.
A practical guide to making better choices in life and work, with applicable frameworks for financial decisions.
Explores the relationship between money and personal values, helping readers align financial decisions with life goals.
Explores how choice architecture can be designed to help people make better decisions, including financial ones.
These tools help visualize concepts and practice decision-making skills. No personal financial information is collected or stored.
Compare financial options using weighted criteria that reflect your personal values and priorities.
Launch ToolSee the long-term impact of different financial choices to better understand trade-offs.
Launch ToolTest your ability to recognize cognitive biases in financial scenarios and learn personalized strategies.
Take QuizExplore how different risk perspectives affect financial outcomes through interactive scenarios.
Launch ToolWe're constantly developing new resources based on reader feedback and requests. Let us know what would be most helpful for your financial decision-making journey.
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