The guide teaches you. This toolkit runs it.
Bankable is the map, and it comes with the Toolkit. The Toolkit is the dashboard you use every week to drive: printable trackers, a companion spreadsheet that does the math, and 30 AI money prompts with guardrails.
Starting at $47. 21 page printable toolkit plus a companion spreadsheet.
The problem
Knowing what to do is not the same as doing it every week.
You read the plan. You meant to start. Then the lean month showed up, a bill surprised you, and the credit card statement closed before you paid it down.
What is missing is not more information. It is a set of tools you open every week that tell you exactly where you stand and what to do next.
That is what this toolkit is: the scorecards, planners and trackers I use, in the order you need them.
What you get
Twelve tools. One dashboard.
21 printable pages plus a companion spreadsheet with the formulas built in.
Scorecards
The Bankable Scorecard, a fundability scorecard and a capital readiness scorecard so you know exactly where to start.
Planners
A 12 month cash flow planner, a paycheck split planner, sinking funds and a debt payoff planner.
Trackers
Credit builder tracker by statement date, a dispute log, and a separation and setup tracker.
Roadmap and prompts
A 12 month business credit roadmap, 30 AI money prompts and your 90 day Bankable plan.
How it works
Score. Plan. Track. Repeat.
Use it in your weekly 15 minute money meeting.
Score
Score 10 money areas and circle your three lowest. That is your 90 day focus.
Plan
Fill in the cash flow planner and set your paycheck split once.
Track
Log statement dates, payoff progress and every dispute until it is done.
Repeat
Work one focus a week for 12 weeks, then score yourself again.
Who it is for
For people who want the system to run, not just the plan.
- Anyone who wants trackers instead of notes in the margin.
- Founders with uneven income who need the owner pay method and a lean month plan.
- Anyone building business credit who wants a month by month roadmap.
- People who like a spreadsheet that does the math for them.
Not for you if you want someone else to manage your money. This is the toolkit you run yourself.
A note from Brandon
I use these tools every week.
I'm a tech founder, a husband of 20 years and a dad of five boys. I learned most of this the hard way, by building businesses and making the money mistakes first.
The Toolkit is the set of scorecards and trackers I wish I had from day one. Print the pages or open the spreadsheet. Same tools, same order.
Brandon
The Bankable Toolkit
One time. Instant download.
- 21 page printable PDF toolkit
- Companion spreadsheet with formulas
- Bankable, fundability and capital readiness scorecards
- Cash flow, paycheck split, sinking fund and debt payoff planners
- Credit builder tracker and dispute log
- 12 month business credit roadmap
- 30 AI money prompts and a 90 day plan
Want me to walk through it with you or your team? Coaching is available. Ask for a free quote.
FAQ
How do I get the toolkit?
Right after checkout you land on a download page with the PDF and the spreadsheet link, and both links come to your email too.
Do I need the guide first?
No. The Toolkit includes it. Bankable: The Finance Field Guide comes in the same download, so you get the why and the how together.
Do I need Excel?
No. The spreadsheet works in Google Sheets or Excel, and every tool is also a printable page.
Is this financial advice?
No. Bankable is education only. It is not financial, tax, credit repair or legal advice. I am a founder, not your CPA or attorney. Talk to a licensed professional about your situation.
Is my information safe with the AI prompts?
The prompt pack starts with three rules: never paste account numbers or passwords, paste summaries and rounded numbers only, and check every number against your own books.
Stop guessing where your money stands.
Open the toolkit once a week and let the plan run.
Educational only. Not financial, tax or legal advice. Results are not typical or guaranteed.