Preview Book About

Transform Your Financial Future 

Make Spend Grow

Personal Finance

Empowering Students & Young Professionals to

Master Their Money

GET THE BUNDLE

Ready to take control of your financial future?

Whether you’re just starting out or looking to improve your situation, our comprehensive Personal Finance Bundle is here to guide you every step of the way. Packed with educational materials and powerful tools, this suite of resources is designed to help you learn about personal finance and develop a customized roadmap for your financial journey.

Why This Bundle is a Game-Changer

Discover the Essentials

The Personal Finance Bundle covers all the crucial aspects of managing your finances. From budgeting basics to investment strategies, you’ll gain a solid understanding of the financial principles that will set you up for success.

Tailored to Your Needs

No two financial journeys are the same. That’s why our bundle includes interactive tools and resources that help you analyze your unique situation and create a personalized plan to achieve your goals.

Learn and Grow

With a wealth of educational content, including e-books, tutorials, and practical guides, you’ll be equipped with the knowledge you need to make informed financial decisions and build a secure future.

What’s Inside the Bundle?

North Star Financial Plan

  • Take a quiz to orient your personal finance journey with day-one financial information personalized to your unique situation

Make Spend Grow eBook

  • Learn how to make money with or without a degree, spend money to support your lifestyle, and grow savings to reach your goals

Five-Step Financial Freedom Minicourse

  • Five introductory lessons you should take – in order – to take control of your finances and build confidence with money

AI Personal Finance Assistant Chatbot

  • Get immediate, judgment-free responses to your personal finance questions from a friendly AI chatbot trained using reputable industry resources

Blueprint Budget Builder

  • Respond to three simple questions to get a custom budget in seconds with monthly spending recommendations on housing, food, savings, debt, and more

360° WealthView Worksheet

  • Do a year’s worth of financial planning in minutes with a budget breakdown, net worth calculator, and retirement savings analysis all in one easy-to-use spreadsheet

Bonus Referral: Cash Savings Account

  • View the cash savings account we recommend to put your money to work and earn 5.00% APY (5.5% when you refer a friend)

Take the First Step Toward Financial Freedom

Imagine a future where you feel confident and in control of your finances. With our Personal Finance Bundle, that future is within reach. Don’t miss this opportunity to invest in your financial education and set yourself on the path to success.

Get Your Bundle Now

      

Welcome to Your Personalized Financial Plan

Take Your Financial Bearing Today

At Make Spend Grow, we believe that everyone deserves a secure financial future. Our North Star Financial Plan is designed to provide you with personalized insights and actionable steps to help you achieve your financial goals. Answer a brief questionnaire to receive a customized plan highlighting what you're doing well and areas where you can improve.

How It Works

1. Take the Quiz

Spend just a few minutes answering questions about your current financial situation, goals, and challenges.

2. Receive Your Personalized Plan

Get a detailed plan tailored to your unique circumstances, including specific action steps and recommendations.

3. Access Additional Resources

Explore links to educational resources, tools, and guides to help you make informed financial decisions.

What You’ll Gain

  • Personalized Insights: Learn what you’re doing well and where you could improve.
  • Actionable Steps: Clear, practical educational information to improve your financial health.

  • Educational Resources: Access recommended reading and tools to support your financial journey.

Start Your Journey

Ready to take control of your financial future? Click below to start your personalized financial plan.

Start Your Plan Now

      

Unlock Your Financial Future: A Personal Finance eBook for Students and Young Professionals

 

Take Charge of Your Money with Our Fun and Practical Guide

The Make Spend Grow eBook is your ultimate guide to making money, budgeting wisely, and growing your wealth. With engaging content and practical tips, this eBook will empower you to achieve financial success.

 

What's Inside

PART 1

Making Money and Increasing Your Earning Potential

Discover the various ways to boost your income, whether you have a college degree or not. This section covers:

  • Defining your Strengths: How to identify careers based on your interests, skills, values, and personality.
  • Career Strategies: Tips on job hunting, negotiating salaries, and advancing in your chosen field.
  • The Case for Entrepreneurship: Learn why starting your own business can be a lucrative and rewarding path.
PART 2

Budgeting and Spending Smartly

Master the art of budgeting and making the most of your money with these essential chapters:

  • Budgeting Fundamentals: Create a budget that works for you, with practical advice on tracking expenses and monitoring spending.
  • Maximizing Your Income: Learn strategies to stretch your dollars further and save for the future without sacrificing your lifestyle.
  • How to Manage Credit: Understand the importance of credit scores, how to build and maintain good credit, and manage credit cards wisely.
PART 3

Growing Your Finances Through Investing

Set yourself up for long-term financial growth and align your investments with your values:

  • Investing Fundamentals: Get a crash course on investing basics, from stocks and bonds to mutual funds and ETFs.
  • Ethical Investing: Discover how to invest in organizations and companies that align with your values.
  • Building Wealth: Learn the strategies to grow your wealth steadily and sustainably.

 

Why You'll Love This eBook

  • Tailored for Young Adults: Chapters are structured as clear, practical guidelines specifically for students and young professionals who didn’t learn personal finance in school.
  • Packed with Resources: Every chapter links directly to reputable industry literature and online tools to further your understanding.

  • Practical Advice: Real-world tips and examples that you can apply immediately to your financial life.

Start Your Financial Journey Today

Ready to take control of your financial future? Download our eBook and embark on a journey to financial freedom. Packed with invaluable insights and actionable steps, this guide is your roadmap to making, spending, and growing your money.

Download Now

  

Welcome to Your Personal Finance Minicourse

Transform Your Finances in Just 5 Days

Are you new to personal finance and looking for a way to get your money matters on track? Our 5-day minicourse is designed just for you. With five introductory lessons, you'll learn the essentials of managing your money stress-free, keeping your cash safe, taking control of debt, and building wealth.

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What You'll Learn

Day 1: Measuring Your Money
Understand where your money is going. Learn how to track your income, expenses, and net worth effectively. This foundational lesson sets the stage for all your future financial decisions.

Day 2: Managing Money Stress-Free
Discover techniques to simplify your money management. Learn how to budget effortlessly, automate savings, and reduce financial stress. Make managing your money a breeze.

Day 3: Keeping Your Cash Safe
Explore ways to protect your money from fraud and theft. Learn about the best practices for using bank accounts to store your money safely. Ensure your hard-earned money is secure.

Day 4: Taking Control of Debt
Gain strategies to tackle debt head-on. Understand the different types of debt and learn actionable steps to pay down what you owe. Take control and move towards a debt-free life.

Day 5: Building Wealth
Start your journey to financial independence. Learn the basics of investing, saving for retirement, and growing your wealth over time. Set yourself up for a prosperous future.

Designed for Novices

No prior knowledge needed. We break down complex topics into easy-to-understand lessons.

 

Quick and Effective

Learn the essentials in just five days. Each lesson is designed to be completed in a short amount of time.

Practical Tips and Tools

Get actionable advice and resources to apply immediately to your personal finances.

 

Get Started Today

Ready to take control of your finances? Join our personal finance minicourse and gain the confidence and knowledge to manage your money effectively.

Enroll Now

  

Meet Your AI Personal Finance Assistant

Your Friendly, Confidential Finance Guide

At Make Spend Grow, we understand that managing personal finances can be challenging and sometimes intimidating. That’s why we’ve developed an AI Personal Finance Assistant to help you navigate your financial journey with confidence. Whether you have pressing questions or just those you’ve been too afraid to ask, our AI assistant is here to provide immediate, educational, and friendly responses.

 

How It Works

  1. Ask Your Questions. Simply type in any financial question, big or small. Our AI assistant is equipped to handle a wide range of personal finance topics.

  2. Get Instant, Clear Answers. Receive instant, easy-to-understand responses that provide actionable insights and guidance tailored to your situation.

  3. Learn and Grow. Our AI assistant not only answers your questions but also helps you understand the why behind the advice, empowering you to make better financial decisions.

Features and Benefits

  • Unlimited Access: Ask as many questions as you need, whenever you need.
  • Confidential and Non-Judgmental: Your questions are safe with us. Our AI assistant provides a judgment-free space for all your financial concerns.
  • Educational Responses: Gain valuable knowledge with each interaction, enhancing your financial literacy over time.
  • Friendly and Approachable: Our AI is designed to communicate in a warm and friendly manner, making financial discussions more comfortable.

Get Started Now

Ready to take control of your financial future? Start chatting with our AI Personal Finance Assistant today and get the answers you need.

Start Chatting Now

  

Welcome to Your Blueprint Budget Builder

Create Your Personalized Budget in Seconds

Take control of your spending with our custom budget builder. Whether you're managing debt, building an emergency fund, or saving for a long-term goal, our tool is designed to create a budget just for you.

How It Works

  1. Enter Your Net Income: Provide your monthly net income to get started.
  2. Specify Your Financial Situation: Let us know if you have debt or an emergency savings fund.
  3. Set Your Financial Goals: Tell us if you're saving for a specific long-term goal
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Your Custom Budget

In just seconds, you'll receive a recommended budget, broken out by spending category:

  • Rent
  • Groceries
  • Other Bills: Utilities, insurance, transportation 
  • Debt Repayment: Suggested amounts to pay down credit cards, loans, and other debts.
  • Cash Savings 
  • Investments (including retirement)
  • Financial Goals: Monthly savings for a vacation, car, or home
  • Discretionary Spending: Money available after covering your bills, savings, debt repayment, and investments

Detailed Explanation

Each category includes a detailed explanation of how we arrived at the suggested amounts. Learn about the best practices for managing your money, and understand why certain percentages are allocated to each category.

Get Started Today

Ready to build a budget that works for you? Enter your details and let the Blueprint Budget Builder do the rest. Experience the confidence and peace of mind that comes with having a personalized financial plan.

Start Now

  

Welcome to Your 360° WealthView Worksheet

Take control of your financial future with our comprehensive financial planner worksheet. This tool is designed to help you understand your financial situation, plan for the future, and make informed decisions. Whether you're just starting out or looking to refine your financial strategy, our planner offers a clear and detailed view of your finances.

 

Why Our Financial Planner Worksheet?

Simplify Your Finances

No more guessing where your money is going each month. Our easy-to-use spreadsheet helps you visualize your income, expenses, and savings with just a few clicks.

Personalized Insights

Tailored to your unique financial situation, our tool breaks down your spending, tracks your net worth, and analyzes your retirement savings progress.

Take Action

Visualize how to adjust your budget, increase your savings, and invest smarter to reach your financial goals faster.

 

How it Works

1. Input Your Data

Enter your monthly income, expenses, and current net worth. Our spreadsheet is designed to be intuitive and straightforward, making data entry a breeze.

2. Analyze Your Budget

Instantly see where your money is going. Our tool categorizes your spending, highlights your discretionary budget aka fun money, and shows how well you’re sticking to recommended guidelines.

3. Track Your Net Worth

View your current net worth and projected net worth for the next ten years. With easy-to-read graphs and charts, you can see how your assets and liabilities stack up against national averages for your age group, giving you a clear picture of your financial health.

4. Monitor Retirement Progress

Find out if you’re on track for retirement. Our spreadsheet uses your current savings rate to estimate your future retirement savings, so you know exactly where you stand.

5. Get Actionable Tips

Every tab of the worksheet includes helpful definitions and links to the corresponding eBook chapter for you to learn more about concepts and best practices.

What You’ll Gain

 

📸 See the big picture

  • Do a year’s worth of financial planning in minutes
  • Compare your results to the recommended guidelines and the averages for your age group

 🔦 Locate your blind spots

  • Discover what you’re doing right and what you can improve
  • Make changes based on data, not guesswork

đź’Ş Get money confident

  • Change inputs and assumptions to customize results
  • Filter data and chart visualizations with the click of a button

 

Start Your Financial Journey Today

Don’t let uncertainty hold you back. Our Financial Planner Spreadsheet is the ultimate tool to help you understand your finances and take action. Download it now and start building the future you deserve!

Download Now

  

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If you have any questions or need assistance, please don't hesitate to contact our support team at [email protected].

The material provided on this Website should be used for informational purposes only and in no way should be relied upon for financial advice. Also, note that such material is not updated regularly and some of the information may not, therefore, be current. Please be sure to consult your own financial advisor when making decisions regarding your financial management.