July 11, 2017

Calculating a few simple key measurements will help you track progress to your financial goals and ensure you're making the most of your money.
Creating a Financial Plan

5 Financial Measurements You Must Know (and how to calculate them)

I’m a big proponent of treating your finances like a business in many ways. To achieve true financial success, it’s essential to be just as diligent and intentional about your spending and saving. Savvy business owners use key metrics that help them ensure that their business is

Read More »


I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.


diy fianancial checklist


complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.