Minnesota Money Mentor is a personal finance platform designed to help you take control of your money - without the cost or complexity of hiring a financial advisor. We offer DIY tools, guides, and resources tailored to Minnesotans who want to budget smarter, plan for retirement, and build long-term wealth on their own terms.

We offer digital products like budgeting templates, retirement planning tools, tax calculators, and all-in-one Google Sheet-based financial planning products. These tools are designed to help you track, plan, and optimize your finances from one simple dashboard.

Each product comes as a PDF containing a secure link to a download your purchased Google Sheet. When you click the link, a copy of the spreadsheet is automatically saved to your personal Google Drive - ensuring it's private and accessible only to you.

Yes. Our tools are built in Google Sheets, so you’ll need a free Google account to use them. Once you download the product, it’s yours to customize and update anytime.

Yes! We’ve designed every tool to be intuitive, beginner-friendly, and packed with guidance. You won’t need a finance degree or spreadsheet skills. Just input your numbers and watch your financial picture come into focus.

Yes. Your personal financial data is never collected, stored, or shared. All Minnesota Money Mentor digital tools download directly to your personal Google Drive - meaning you are the only one with access to your financial information. We never see it. We never touch it. Your privacy and peace of mind are built into the process.

Yes. While the core financial planning tools work no matter where you live, we’ve tailored many features - like income tax calculators and home affordability estimates to reflect Minnesota-specific data.

Nope. Our tools are one-time purchases. No subscriptions. No upsells. No surprises.

Yes. If you are unsatisfied with your purchase for any reason, reach out to me directly at sam@minnesotamoneymentor.com within 30 days of your purchase, and we'll give you a full refund. No questions asked.

Each purchase is licensed for individual use. If someone you know would benefit from a tool, we ask that they purchase their own copy to support our work.

No. We are 100% independent. Our goal is to provide clear, practical tools and information - without the sales pitch.