Money IQ
Money IQ One-Page Money Clarity Kit
Turn scattered accounts, debts, bills, and goals into one clear money snapshot.
7-day money-back guarantee: try the first-pass drill this weekend. If it does not make your next step clearer, email us within 7 days for a full refund.
- Assets and cash
- Debt and payments
- Monthly money flow
- Three next moves
Your one-page money clarity kit, step by step
Start with the few answers that matter first, then leave with a concrete next-step plan.List what you have
Capture cash, savings, retirement, home, car, and other assets at a rough snapshot level.
List what you owe
Write debts, minimum payments, due dates, and interest notes in one place.
Map monthly flow
Separate regular income, essential spending, flexible spending, and irregular bills.
Pick three next moves
Turn clarity into a short action list instead of a total life overhaul.
A simple money dashboard for people who avoid their finances because the first look feels too messy.
The One-Page Money Clarity Kit is built for a moment people often avoid because it feels too emotional, too messy, too medical, too financial, or too much work.
Instead of asking buyers to solve everything, it gives them a first pass they can complete, share, and build from.
Buyer Fit
Who this is for
This is for people who need relief, clarity, connection, or a first pass now - not someday.
People avoiding money tasks
For anyone who needs a calm first look before making bigger decisions.
Couples starting money talks
For households that need one shared page instead of scattered fragments.
New budgeters
For people who want a snapshot before choosing an app or spreadsheet system.
Results
What this changes
The value is not more information. It is turning a hard, avoided moment into a concrete first action.
A clear first page
Assets, debts, monthly flow, and next steps sit in one place.
Less shame
The kit is written for clarity, not judgment or perfection.
Better questions
Buyers can see what to ask a professional, partner, or family helper.
Three next moves
The worksheet ends with specific actions instead of vague worry.
Ready for the first pass?
Download the kit and make the avoided task smaller this week.
Get the Kit - $19First Pass
Know where you stand without building a full budget
The first drill turns a foggy money picture into a one-page snapshot of what is owned, owed, coming in, going out, and next.
Assets and cash
Debt and payments
Monthly money flow
Three next moves
Why Money IQ
Built by Money IQ for the moment people keep avoiding
Money IQ readers come for practical, plain-English help. This kit turns that same voice into a downloadable system buyers can finish without a giant project.
Made for the moment people avoid
The kit starts with the hardest blank page and turns it into a first pass someone can finish quickly.
Plain-English prompts
No dense manual, no jargon pileup, and no pressure to make perfect decisions in one sitting.
Printable and editable
Buyers get a printable PDF, fillable PDF, editable DOCX, worksheet CSV, and a plain-text walkthrough.
Built-in boundaries
Each kit clearly says what not to store, decide, diagnose, promise, or treat as professional advice.
Buyer Takeaways
The relief buyers are really paying for
Each kit is designed to make one avoided task feel finishable.
The blank page disappears.
The first drill tells buyers exactly what to answer first.
Preview takeawayThe next conversation gets easier.
Scripts and prompts give buyers words for the moment they were avoiding.
Preview takeawayThe handoff is clearer.
A printable or editable worksheet gives someone else enough context to help.
Preview takeawayIncluded
Everything in the One-Page Money Clarity Kit
One-page money snapshot
Asset and debt inventory
Monthly cashflow quick map
Irregular expense catcher
Next-three-money-moves planner
Professional questions checklist
Printable PDF, fillable PDF, editable DOCX, worksheet CSV, and walkthrough
Everything in one package
Printable PDF, fillable PDF, editable DOCX, worksheet CSV, and walkthrough together.
Get the Kit - $19Delivery
What happens after purchase
- Buy through secure checkout.
- Download the kit instantly on the confirmation page.
- Choose the format you want: printable PDF, fillable PDF, editable DOCX, or worksheet CSV.
- Start with the first-pass drill and the core worksheet.
- Use the walkthrough to finish the first pass.
Questions or trouble with a file? Email [email protected] — a real person answers within 24 hours, usually much sooner.
How It Works
Small enough to finish
- Open the kit and read 1-START-HERE.txt.
- Complete the first-pass drill.
- Fill the core worksheet pages that matter most.
- Use the scripts or checklist with one trusted person.
- Choose three next steps for the next 30 days.
FAQ
Good questions before you buy
Is this a full budget?
No. It is a clarity snapshot designed to make the first look easier.
Is this financial advice?
No. It organizes facts and questions but does not recommend financial actions.
Do I need exact numbers?
No. Rough first-pass numbers are enough to start.
Can I use it before meeting a planner?
Yes. It can help prepare facts and questions for a professional conversation.
Built-In Boundaries
Clarity, not a financial plan
The kit helps buyers organize financial facts and questions. It does not recommend investments, budgets, debt strategies, tax moves, insurance choices, or legal actions.
Important note
Money IQ and RetireHub provide general education and organization tools. This kit is not financial, investment, tax, legal, insurance, credit, benefits, or accounting advice.
Start Here
A simple money dashboard for people who avoid their finances because the first look feels too messy.
Get the Kit - $19Instant download after secure checkout, plus an email with your kit link. Questions any time: [email protected] — answered within 24 hours.