-FINANCIAL EMPOWERMENT

Build wealth you actually understand.

Free, no-sign-up tools to see your full financial picture — clearly and without the jargon. Built by a CPA who believes money confidence belongs to everyone.
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3 Free tools · 100% Private · 0 Sign-ups
-THE TOOLKIT

Three tools to know exactly where you stand.

 

No accounts, no spreadsheets, no data sent anywhere. Pick a tool, plug in your numbers, and get an honest snapshot in seconds.

Net Worth Calculator

Add up what you own and subtract what you owe to find your true number.

Private — stays on your device

Assets

Liabilities

Total Assets
$0
Total Liabilities
$0
Net Worth
$0

Everything is calculated in your browser. Nothing is uploaded or stored.

Debt Interest Calculator

See how much interest your debts cost you every month and year.

Private — stays on your device
Debt Name
Balance
APR %
Total Monthly Interest
$0.00
Total Yearly Interest
$0.00

Interest shown is the cost of carrying the balance, not your full payment.

Monthly Budget Calculator

Map income against expenses to find your savings rate and monthly surplus.

Private — stays on your device

Income

Fixed Expenses

Variable Expenses

Savings & Debt Payments

Total Income
$0
Total Expenses
$0
Savings & Debt
$0
Leftover
$0
Savings Rate
0%
Surplus Goal Meter
0%Target ≥ 20%100%
You're at 0% of income saved.
Your tip will appear after you calculate.
50 / 30 / 20 Check
Needs ≤ 50% · Wants ≤ 30% · Savings ≥ 20%
Needs — housing, food, utilities, transport
Wants — dining, entertainment, shopping
Savings — debt repayment, retirement, investing

A healthy savings rate is generally 20% or more of net income.

-The Podcast

I Have So Much to Tell You

 Real talk on money, life, and the things no one warned you about — the conversations that turn financial anxiety into financial confidence. Press play wherever you listen.

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-LET'S WORK TOGETHER

Take the next step in your money story.

FOR ORGANIZATIONS & EVENTS

Book Stefanie to Speak

 

Stefanie brings warmth, clarity, and CPA-level credibility to stages, conferences, and corporate audiences — making financial empowerment feel approachable for everyone in the room.

  • keynotes & fireside chats
  • workshops on budgeting, debt & wealth
  • panels and media on women & money

 

Get In Touch
FOR INDIVIDUALS

Work With ME

 

Ready to go beyond the calculators? Let's build a plan around your real numbers and your real goals — with guidance that meets you exactly where you are.

  • One-on-one financial guidance
  • Clarity on budgeting, debt, and net worth
  • A confident, judgment-free starting point

 Listen to my free podcast.

 

 

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As seen in
Forbes
Entrepreneur
Web Summit
Elevate
SXSW
Forbes
Entrepreneur
Web Summit
Elevate
SXSW