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Free Resources to Help You Build Wealth and Achieve Financial Success

Discover a collection of powerful tools and guides designed by Tammy Trenta to help you take control of your financial future. Whether you're planning for a major life investment or looking to optimize your wealth strategy, these resources are here to guide you.

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Free ResourceĀ 

Values-Based Goal Setting Worksheet

Align your financial goals with your core values.Ā This worksheet helps you define and achieve meaningful financial goals by focusing on what truly matters to you. Gain clarity and motivation by aligning your actions with your personal values.

Free ResourceĀ 

Values-Based Goal Setting Worksheet

Align your financial goals with your core values.
This worksheet helps you define and achieve meaningful financial goals by focusing on what truly matters to you. Gain clarity and motivation by aligning your actions with your personal values.

Free ResourceĀ 

Savings Calculator Spreadsheet

Track and grow your savings with intention.
Ready to take control of your savings? This simple, yet powerful spreadsheet helps you set a savings parameter, a rate of return, and a timeline to solve for your ā€œmagic numberā€.Ā  This tool helps you identify whatā€™s achievable for you today and gets you thinking about what more you can do to help improve your future financial outcome.

Free Resource

Home Affordability Analysis

Take the guesswork out of buying your dream home.
This free analysis helps you pre-underwrite your own loan by providing you with a personalized breakdown of what you can afford based on your current predicable income, current debts, and goals. Download the Home Affordability Analysis and start planning your future with confidence.

Free Resource

Home Affordability Analysis

Take the guesswork out of buying your dream home.
This free analysis provides a personalized breakdown of what you can afford based on your income, expenses, and goals. Download the Home Affordability Analysis and start planning your future with confidence.

Free Resource

Real EstateĀ Rental Analysis

Make smarter real estate investment decisions.
This tool evaluates property values and after-tax cash flow to identify whether you are making smart investments allowing for better informed real estate decisions.Ā  Whether you're a new or seasoned investor, this resource will give you the framework to analyze various real estate opportunities.

Wisdom to be Wealthy

Take control of your financial future with strategies used by the top 1% to build generational wealth and secure lasting success.

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Disclaimer:Ā These resources are for educational purposes only and do not constitute financial advice. We are not liable for any actions taken based on these materials.. Consult a licensed professional before making financial decisions.