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Free DIY Financial Resource Library
Tools for Your Personal Finance Journey
Welcome to the BiggerPockets Money Financial Resource Library, your premier destination for free, high-quality DIY financial planning tools. Our mission is to democratize financial education by providing the same caliber of templates used by professionals—completely free of charge.
Why Use Our Library?
- No Paywalls, No Logins: Access every resource instantly. We believe financial clarity shouldn’t require a trade-off for your personal data.
- Fully Modifiable: Our templates are provided in flexible formats (PDF, Spreadsheet, Document). Download them, save your own copy, and customize them to fit your unique financial situation.
- Expertly Designed: These tools are built based on the principles discussed on the BiggerPockets Money Podcast to help you reach Financial Independence (FI) faster.
Featured Resources
Our library is constantly growing to meet your needs. Current tools include:
- Personal Financial Statement: The “North Star” of your finances. Track your net worth, assets, and liabilities with precision.
- Goal Setting & Visioning Workbook: Move beyond numbers and design the life you want your money to build.
- Money Moves Checklist: Never miss a “Money Date” or tax deadline again with our structured planning guides.
- Sample Financial Plans: Real-world examples of how different households (DINKs, single parents, HCOL/LCOL) structure their path to wealth.
⚠️ Disclaimer: For Educational Purposes Only
The resources provided in this library are for educational and informational purposes only. They do not constitute professional financial, legal, or tax advice. We strongly recommend consulting with a certified financial planner, CPA, or attorney before making significant financial decisions. Every financial situation is unique, and these tools are designed to help you organize your data, not to make investment or planning guarantees.
How to Use This Library
- Browse: Use the search bar or category filters to find the tool you need.
- Download: Click the download button to save the file directly to your device.
- Personalize: Open the file in your preferred software (Excel, Google Sheets, Word) and start your DIY planning journey today.