Free
Checklist · PDF
Checklist · PDF
Investing · Free
Beginner Investor Checklist
20 concrete steps to verify before making your first investment — organized in the right order.
- 20 actionable checkpoints
- Covers emergency fund, profile, ETFs, broker and strategy
- Printable format
- Available in Spanish and English
$4.99 USD
Guide · PDF · 8 pages
Guide · PDF · 8 pages
Personal Finance
Quick Guide to Getting Out of Debt
The step-by-step plan to organize your debts, choose the right method and execute it month by month. With ready-to-fill tables.
- Table to map all your debts
- Avalanche vs. snowball comparison
- 12-month monthly plan
- The 4 mistakes that sabotage the plan
Coming soon
Ebook · PDF · ~45 pages
Complete Guide · Investing
Clear Finances: The Complete Guide for Latin Americans
From budget to investing — 10 chapters, step by step, no unnecessary jargon. Clear Finance's most complete resource.
- 10 chapters: budget, debt, savings, investing
- Instrument types: stocks, bonds, ETFs and more
- Risk and diversification explained with examples
- Your first portfolio, step by step
Coming soon
Template · Google Sheets
Personal Finance
50/30/20 Budget Template
Ready-to-use spreadsheet with the 50/30/20 rule already configured. Just enter your numbers and the dashboard updates automatically.
- Pre-configured needs, wants and savings categories
- Automatic distribution chart
- Month-by-month comparison
- Instructions included
Coming soon
Template · Google Sheets
Business · SMEs
Cash Flow Template for SMEs
Control your business's inflows and outflows month by month. With automatic traffic-light indicator, dashboard and 12-month projection.
- 12-month monthly projection
- Automatic traffic-light indicator (green/red by month)
- Dashboard with key indicators
- Instructions and related article