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Reviews
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Sean on Jun 1, 2026
4 out of 5 starsVery helpful tool. Only thing I wished it had was the option to include Canadian rules and regulations in regards to the mortgage setups.
Chi responded on Jun 23, 2026
Thank you so much, Sean! I’m glad you found the mortgage calculator helpful. I appreciate your feedback about Canadian mortgage rules and regulations, and I’ll keep that in mind as I consider future updates or expanded versions of the template.
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Windy on Feb 3, 2026
5 out of 5 starsExcellent wealth planner!! Prior to using this, I was using a simple money tracking tool I made on excel to track my expenses. After I had proven to myself that I could be consistent with a money tracker, I wanted to expand my tools to a planner that looks at my financial health as a whole. I found this one and decided to give it a shot. Couldn’t be happier!!! It’s easy to use and now that I have a better snapshot of my finances and my financial health, I make smarter decisions regarding money that can set me up for success later on. SO PLEASE GET THIS PLANNER!!! You won’t regret it!!!! At first I felt intimidated by it, but you only have to fill out a few pages and the rest of the pages will automatically make the calculations! Overall, I love it and will 100% purchase from this seller again.
Chi responded on Feb 5, 2026
Thank you so much for this thoughtful review! I’m so glad to hear the planner helped you move from simple tracking to seeing your full financial picture and feeling more confident about your decisions. I appreciate you sharing your experience, and I’m so happy you’re enjoying it. Thanks again for your support.
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Antonio on May 20, 2026
5 out of 5 starsAbsolutely outstanding work. Chi built a custom investment and net worth tracker for a complex, multi-account portfolio spanning multiple asset classes, account structures, and currencies. The level of detail, thoughtfulness, and follow-through exceeded my expectations at every stage. Chi communicated clearly throughout the process, asked the right questions, and delivered something genuinely useful — not just a pretty spreadsheet. Highly recommend for anyone with a serious portfolio who needs more than an off-the-shelf solution. Will be back for future projects. 5 stars without hesitation.
Chi responded on Jun 23, 2026
Thank you so much, Antonio! I truly appreciate your thoughtful review and the opportunity to build a custom tracker for your portfolio. I’m so glad the final setup is useful and aligned with what you needed. It was a pleasure working with you, and I’d be happy to help again on future projects.
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Tiffany on May 12, 2026
5 out of 5 starsChi was incredible with her support, and the templates are not only beginner-friendly and easy to understand, but also beautifully designed and extremely user-friendly. I genuinely look forward to journaling and tracking my progress with this template. Chi also went above and beyond to help me with a few things I needed assistance with, and her punctuality and professionalism truly spoke volumes!
Chi responded on Jun 23, 2026
Thank you so much, Tiffany! I truly appreciate your thoughtful review. I’m so glad the template feels beginner-friendly, easy to use, and helpful for your trading journal. It was a pleasure assisting you, and I really appreciate your kind words and support.
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