Free Resources and Downloads

Thank you for checking out these free financial resources & tools from CROFT & FROST! Whether you are a business owner, a retiree, or a 9-5 employee you will likely find something useful to your specific situation within these tools! Through your utilization of these tools you will be able to better understand how you spend your money, plan for future investments, create detailed financial action plans, and much more! Gaining financial insight & understanding starts with you, so we are glad you have chosen to allow us to assist you on your path to greater understanding! We hope that you will find these resources & tools useful, and thank you again for choosing CROFT & FROST!

Budget Tool

With this tool you will be able to keep track of your monthly income, as well as common monthly expenses. Examples of some of these expenses are:

- Housing Expenses
- Transportation Expenses
- Food Expenses

Download Now

Debt Repayment Tool

With this tool you will be able to keep track of your any loans you may have, as well as how long it will take you to pay off a loan.

Download Now

Net Worth Calculator

Feel free to use this tool as a way to gain a general estimate of your net worth and where you currently stand financially. To the right is a short directory to help guide you as you use this tool. Our hope is that through this tool you will be able to gain confidence, clarity, and can begin changing the way you think about your life and finances.

Download Now

Holiday Budget Tracker

With this tool you will be able to keep track of typical holiday expenses that you may incur. Examples of some of these expenses are as follows:

- Gift Expenses

- Entertainment Expenses

- Packaging Expenses

Download Now

Financial Dashboard

Through this financial dashboard you will be able to gather information on your different financial measurements from a profitability, liquidity, debt, and efficiency standpoint. Feel free to use this tool as a way to better understand where you currently stand, gain confidence & clarity, and change the way you think about your finances.

Download Now

Donation Tracker

With this tool you will be able to do a few important things if you are looking to keep track of funds during a fundraising event or are anticipating the receipt of donations for any reason:

- Easily keep track of who makes a donation.

- Keep tabs on the amount of money each person/entity donates.

Download Now

Cash Flow Analysis Template

Thank you for choosing to use this free cash flow analysis resource from CROFT & FROST! With this tool you will be able to keep track of & project your monthly cash flow. This template should not be confused with a Statement of Cash Flows. Rather it should be used as a tool to record & project current & future cash flows.

Download Now

Expense Tracker

With this tool you will be able to keep track of your expenses over a predetermined period of time. Examples of some of the cells you should input information into are:

- Payment Type

- When you made a payment

- Expense Category

Download Now