Calculators and templates to help you see your numbers clearly. No coaching required. Just download and use.
What's Available
Each one addresses a specific financial question OFWs ask me all the time. Enter your details and I'll send the file straight to your inbox.
Education Cost Calculator
Plan for up to five children from a single spreadsheet. Enter each child's curriculum — British, American, IB, Indian, or Philippine K-12 — and their current tuition per stage. The calculator projects inflation-adjusted costs year by year, then works out how much you need to save monthly across best, mid, and worst case return scenarios. The glide path adjusts automatically as each child gets closer to needing the money.
Car Affordability Calculator
Before you commit to a car loan, run the numbers. This calculator factors in your take-home pay, existing obligations, loan term, interest rate, and insurance to show you whether you can actually afford the car — and what it will cost you over time.
Intentional Spending Plan
Not a budget. A spending plan built around what you actually want your money to do. Map your income, fixed costs, savings targets, and discretionary spending in one place. The goal is clarity — knowing exactly where every dirham or dollar is going, and why.
How to Open Your Interactive Brokers Account
Interactive Brokers is the platform I personally use and recommend for OFWs building a globally diversified portfolio. This step-by-step guide walks you through the account opening process — what to prepare, what to expect, and how to avoid the common mistakes that slow most people down.
If you're ready to build a real retirement plan — not just run calculations — that's what the Early Retirement Blueprint is for.
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