Tools, Templates, and Apps

Free Tools and Templates

The following are tools, templates, and resources made available for free to other financial advisors.

Apps

I have created the following apps for financial advisors. Yes, there are lots and lots of apps out there for financial advisors, but often they are too complex, overpriced, or don't work the way I want. I build apps that are simple, solve specific needs, and work the way I want them to.

If you are using any of these apps, please don't hesitate to send me feedback here.



MeetingMap

Stop winging it. Run better meetings. MeetingMap helps you build structured agendas from templates, sync with your Google Calendar, and share with attendees — in seconds.

I created this app to fill the need for simple agenda management. Most advisors are creating clunky Word documents or Google Docs. Those are using solutions that are overkill for what they need. 

MeetingMap is straightforward, simple, and gets out of your way. It does one thing really well: create and manage meeting agendas.


CalibrateIQ

Send branded risk assessment surveys to your clients, automatically score their Risk Capacity and Risk Preference, and generate a polished Investment Policy Statement — ready to review, annotate, and export as a PDF.

I created this tool because I felt that all the other risk tolerance tools available were too complicated and too expensive. This focuses on what really matters, which is time horizon, while still measuring client preference when it comes to investing to invite conversations and education.


RC Genie

RC Genie helps financial advisors and tax professionals establish a defensible reasonable salary for S-Corp owner-employees using the IRS-accepted Cost Approach and live BLS wage data — and delivers a branded, client-ready PDF report in minutes.

I created this to empower financial advisors and tax professionals to have a simple, straightforward way to create reasonable compensation reports for S-Corp owners.

It's simple, straightforward, easy to use, and uses real BLS data.


X to Image

Paste any X (Twitter) post URL and instantly generate a stunning, shareable image card — perfect for Instagram, LinkedIn, and beyond. Choose gradients, photos, themes, and export at full resolution.

I created this app to facilitate the Instagram portion of my content marketing machine that I run every week. It makes it very easy to repurpose X posts into beautiful images that I can use on Instagram. 

There are other tools out there that do similar things, but they all have different strengths. I created this tool to pull all the features into one place.


UCAPTCHA

Stop spam forms. One snippet, any site. UCAPTCHA blocks spam bots from submitting your contact forms using a simple, elegant checkbox — no image puzzles, no squinting at blurry text, no frustration for your visitors. Drop in one line of HTML and you're protected.

There are other solutions for spam prevention out there, but some of them are hard to use and hard to implement for non-technical individuals.

UCAPTCHA makes it dead simple to protect any site from form spam and be up and running in minutes.