Library

Net Worth Calculator

Estimated

Minutes

Wondering how much you portfolio is really worth? This net worth calculator helps you take stock of your full financial picture by tallying up everything you own (like cash, investments, and property) and subtracting what you owe (like loans and credit card balances). Whether you're tracking progress toward a goal or just getting a baseline, this tool makes it easy to understand your financial position and take your next steps with confidence.

Take Stock

net-worth-calculator

Prework

Get Pre-work

Homework

Get Homework

Field Guide: Rich AF

Estimated

Minutes

This Field Guide summarizes Vivian Tu's key points such as maximizing your income, planning for what you value, taking care of future you, the basics of investing, and practical financial habits. It also includes recommended exercises to apply the author's lessons. If you like this snack, we recommend you checking out the book from the Library.

GET RICH

rich-af-field-guide

Prework

Get Pre-work

Homework

Get Homework

This summary is intended to provide a brief overview of the book's main themes and concepts and is not a substitute for reading the original work. This summary is not a verbatim copy of the book and is created in our own words.

Feel the Fear and Do It Anyway Field Guide.png

Field Guide: Feel the Fear and Do It Anyway by Susan Jeffers

Estimated

Minutes

This Field Guide summarizes Susan Jeffers' key points such as understanding fear, shifting your mindset, taking responsibility, making empowered choices, and living with greater purpose. It also includes recommended exercises to help you reflect on your relationship with fear and shift into confidence. If you like this snack, we recommend you checking out the book from the Library.

TACKLE FEAR

field-guide-feel-the-fear-and-do-it-anyway-by-susan-jeffers

Prework

Get Pre-work

Homework

Get Homework

Life Experiences Planner

Estimated

Minutes

Money is simply a tool to help us collect and access life experiences. Many of us are on a mission to collect more, without really thinking about why we want it. We default into the safety of accumulating wealth, perhaps it’s because we are really protecting ourselves from the feeling of regret. Here’s the secret: not letting yourself want something won’t save you from the “should have, would have, could have” of old age. The first step of a financial plan is knowing what you want. This exercise is designed to let yourself think bigger—or at least more intentioned—about the experiences you want to collect in life and when you want to collect them. This exercise is based on concepts in Die with Zero by Bill Perkins. At Huntress Wealth, we’re not going to push you into the Die with Zero mentality, but even going through the exercise helps you realize what’s important to you so you can make a plan to collect as many meaningful experiences as you can.

BUILD A BETTER BUCKET LIST

life-experiences-planner

Prework

Get Pre-work

Homework

Get Homework

Investment Simulator

Estimated

Minutes

LEARN BY DOING

investopedia-stock-simulator

Prework

Get Pre-work

Homework

Get Homework

Links to third-party websites do not constitute Huntress Wealth's endorsement of any product, service, information, or disclaimer presented therein. Huntress Wealth bears no responsibility for any inaccuracies in the information on these websites. Huntress Wealth has no control over third-party websites' terms of use or other policies, which may differ significantly from ours, and you are encouraged to review these third-party policies.

Personal Values Assessment

Estimated

Minutes

A financial strategy based on values is more likely to be followed, lasts longer, and provides adaptability for the things like throws your way. This exercise helps you brainstorm, filter, and ultimately select 3-5 core values that will become the guiding principles of your life & financial plan.

Go to Assessment

personal-values-assessment

Prework

Get Pre-work

Homework

Get Homework

Start Fresh - 30 Day Journaling Guide.png

Start Fresh - 30 Day Financial Journal

Estimated

300

Minutes

A gentle, grounding way to reconnect with yourself and your financial truth. This self-paced journaling guide offers 30 days of thoughtful prompts designed to help you explore your relationship with money — from the beliefs and experiences that shaped it, to the blocks that hold you back, to the values and goals that can move you forward. Whether you’re feeling overwhelmed, in transition, or simply ready to start fresh, this guide creates intentional space to reflect, feel, and rediscover what matters most. Through daily writing, you’ll begin to notice patterns, shift perspective, and build a more empowered foundation for your financial journey. Providing yourself with this written reflection, not only helps you show up fresh to the journey ahead, but also serves as a baseline for future you to revisit and notice the progress you are making. This tool is ideal if you’re craving a reset, want to build self-awareness, or are unsure where to begin but know something needs to shift.

Go to Document

start-fresh-30-day-financial-journal

Prework

Get Pre-work

Homework

Get Homework