Free resources

Start with one useful financial insight.

Complete an assessment or request an Excel tool. We will send your result or download link to your email. Joining future marketing emails is always a separate choice.

Interactive assessment

Subscription Graveyard

Add subscriptions, see monthly and annual cost, and find potential savings.

Complete → Email result → Optional tips
Free Excel

Savings Goal Tracker

Have the Folio & Quill Savings Goal Tracker sent directly to your inbox.

Email request → Brevo delivery → Excel link
Free Excel

Impulse Spending Tracker

Get the tracker for spotting emotional triggers and unplanned spending patterns.

Email request → Brevo delivery → Excel link
Interactive quiz

Money Personality Test

Find your primary and secondary money personality and receive the result by email.

Take quiz → Email result → Optional tips
Interactive assessment

Financial Red Flag Test

Receive your score and the financial areas that may need attention.

Take test → Email result → Optional tips