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Online Tools

Often times it is hard to find an online tool to do something for you without there being a lot of strings attached. Below is a list of tools that I have created for my clients and visitors to this site that are completely free, and very useful.


Amortization Schedule Creator - Will help you quickly and easily create amortization schedules and see how much time and money you can save if you pay extra on the loan.


Basic Budgeting Spreadsheet If you are just getting started with the process of budgeting this spreadsheet will help you categorize all of your income/expenses, and track your actual figures versus your expected ones. Right click and select save as to save it to your computer, open and begin using. Some of the fields are locked so you cannot edit them.

Tax Organizer

Download the 2014 Tax Organizer in xlsx format or you can download in pdf format. This tool will help you review and record what items are taxable income, tax deductible, and jog your memory as to what you may have missed. It is not comprehensive, but it is a good list for the average taxpayer. It can be completed as an excel spreadsheet and delivered electronically, or printed and completed by hand. If you need this document sent to you in a different format please email me.