The exact Excel models, entity-structure templates, and tax-strategy guides I use with coaching clients — packaged so you can run your business like a business without paying coaching prices.
🧾 One-time purchase · Lifetime updates · Instant download
Take the free Financial Strength Scorecard first. If you score under 70, the Toolkit fixes exactly what the Scorecard finds.
Scorecard → Toolkit → Dashboard → Coaching. Each step is optional. Each one compounds.
Everything is built around the same four pillars as the Scorecard: Structure, Visibility, Cash Flow & Taxes, and Wealth & Investing.
Sole prop vs. S-corp vs. LLC — a decision model with the actual break-even math, plus the checklist of what to ask your CPA before you switch. Includes the S-corp reasonable-compensation worksheet.
The commission-to-take-home Excel model: every closing flows through splits, caps, expenses, tax set-aside, and owner's pay — so you know what a check is really worth before it hits your account.
A quarterly estimated-tax planner tuned for irregular commission income. Stop guessing in April. Includes the 2026 federal + California quick-reference sheet.
The TCO models for evaluating a property the way an investor does — all-in carrying cost, not just PITI. Works for your own residence and for rentals.
California-specific: how Prop 19 changed base-year value transfers and inherited-property rules, with worked examples — so you can spot the conversation your clients (and your own family) need to have.
Plain-English guides to the strategies agents actually use: S-corp threshold, home office, vehicle, augusta rule, retirement accounts for the self-employed, and when each one is worth the paperwork.
The same deep-dive assessment I run with new coaching clients — so you can diagnose your own business first and decide whether coaching is even the right next step.
No. The Toolkit is educational — models and templates that organize your numbers so you can have sharper conversations with your CPA and attorney. I'm a California real estate broker, not a CPA or attorney. Always verify strategies with your own advisors.
Excel (.xlsx) for the models, PDF for the guides. Everything works in Excel, Google Sheets, or Numbers.
Yes — lifetime updates. When tax numbers change or models improve, you get the new version free.
The Toolkit is the one-time, own-the-files version. The Broker Financial Dashboard ($49/mo) is the living version: same logic, but it persists your numbers, re-scores you over time, and shows progress. Most people start with the Toolkit.
Email me within 14 days for a full refund. No forms, no hoops.