Activities & Tools to Support your Financial Journey

Our team has developed various tools, activities, games, and templates to aid you in your path to financial freedom. Note: some content is for members of our Butler Community only.

  • Screenshot of a financial budgeting app titled 'Your Spending Priorities' from Financial Butlers

    Prioritize Your Discretionary Spending

    Use this interactive tool to rank your personal wants and needs using a sample budget. Clients can submit your rankings to use in our planning sessions.

    Launch Tool
  • Screen displaying a Financial Butlers Budget Challenge Game with four characters, each with their roles and savings goals.

    Budget Challenge Game

    Step into 4 characters’ shoes to help them achieve their financial goals. Play the Budgeting Game to select lifestyles and make spending choices to learn how your decisions impact real-world success.

    Play Game
  • Wedding and honeymoon budget template with categories for reception venue, rentals, catering, and beverages, showing estimated costs, actual expenses, and status notes.

    Wedding Budget Template

    Our wedding budget template empowers you to take control of your big day by organizing expenses clearly and efficiently. It includes a sample budget to compare. Set realistic financial goals to avoid overspending (too much)!
    Download

  • Australia/Thailand $500 Travel Roadmap (Limited Edition)

    Learn how to book a 16-day luxury family vacation to Sydney and Thailand for under $500 in taxes and fees. Download the exact financial strategy and flight routing used by Financial Butlers for a client.

    Download

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