Free Tools

Accelerate success with our free tools

Our free tools will assist you to define your vision, get into action, and celebrate your successes.

Daily Affirmation of Your Vision of Success – Define your vision of success in all areas of your life.

Goals and Activities Setting – Set goals and planned activities that will move you towards your vision of success. Update as needed to reflect new activities to be performed. Assess your progress on a weekly basis. 

Weekly Activity Planner – Review your goals and planned activities, and plan the week ahead. Make it happen week in and week out.

Daily Activity Planner – Reflect on your day and review the information noted in your Weekly Activity Planner. Plan your next day’s schedule by writing down tasks to be completed, required time, and priority rating. Get going, one little step at a time! 

Daily Kindness and Gratitude Log – Remind yourself of the kindness and gratitude you have expressed during the day. Celebrate your successes, and be grateful for life’s beautiful surprises. 

Daily Action and Improvement Log – Remind yourself of two things you did today to advance towards your vision. Reflect on areas for improvement. Move on to complete your Daily Activity Planner.  

Financial Calculators – Have a look at Calc XML financial calculators to ease the management of your finances. Wonderful tools that answer questions you may have about cash flow management, college, credit and debt, home and mortgage, taxation, insurance, paycheck and benefits, qualified plans, retirement, saving, investment, auto, and business.