CGI Finance
Your wealth. Your rules. No limits.
Education, products, and trading built from real experience — not theory.
What We Do
Service lines
Five ways into the same work: get coached on it, learn it, calculate it, organize it, then act on it.
Personal Money Coach
A weekly AI-written briefing on your real portfolio — see what you truly own inside your funds, and get alerted when your own rules trigger.
Explore→02Education
Courses and guides that teach the strategy behind the trades — not just the trades.
Explore→03Free Calculators
No signup, no spreadsheet — answer one money question at a time, right on the page.
Explore→04Products
Templates and tools built from real trading and budgeting workflows.
Explore→05Investing
Learn the fundamentals before putting your money to work, plus the exact framework used to select and manage individual trades.
Explore→Catalogue
Products
Spreadsheets and guides built to be used, not admired. Every one is a real working file.
Personal Finance Command Center
An all-in-one money tracker for your full financial picture — track your income and expenses, monitor your savings growth, and watch your net worth calculate itself automatically, all in one organized system. Includes two colorway options, in both English and Spanish.
Monthly Budget Tracker
A clean and easy-to-use monthly budget spreadsheet built for beginners — plan your money and stay on track every month. Track your income and expenses, compare planned vs. actual spending, and see exactly where your money is going, without confusion or complicated formulas. Includes both English and Spanish editions.
Money Command Center
Your complete system to manage and grow your money — an all-in-one workbook covering budgeting, bills, subscriptions, debt payoff, savings goals, net worth, and a financial health score across eighteen tabs. Includes three colorway options, in both English and Spanish.
Savings Goal Calculator
A focused calculator for every savings goal you're working toward — set up to six goals with target amounts and dates, and watch your % funded, months to goal, and projected completion date calculate automatically. Includes a month-by-month progress tracker, two colorway options, in both English and Spanish.
Debt Payoff Tracker
A dedicated debt-freedom planner — enter up to six debts and get full 48-month snowball and avalanche payoff schedules built automatically, side by side, so you know exactly which method gets you debt-free sooner and which saves more in interest. Includes two colorway options, in both English and Spanish.
DR Real Estate Buyer's Guide + Deal Calculator (EN/ES)
Everything a US-based buyer needs before purchasing property in the Dominican Republic — legal framework, the 8-step buying process, due diligence checklists, a zone-by-zone market breakdown, financing options, and closing costs. Includes an interactive Deal Calculator and Due Diligence Tracker. Fully bilingual — every guide and every tool included in both English and Spanish.
HELOC Strategy Guide (EN/ES)
A complete guide to understanding, qualifying for, and strategically deploying a Home Equity Line of Credit — written from the perspective of a real estate investor who actually uses one. Includes a built-in HELOC eligibility calculator, a 7-step interactive action plan, and a full comparison of HELOCs vs. home equity loans, cash-out refinancing, and personal loans. Fully bilingual — one click switches the entire guide to Spanish.
Credit Score Repair Roadmap (EN/ES)
A complete guide to understanding, disputing, and rebuilding your credit score — from any starting point. Includes a live score tracker, an 8-step interactive action plan covering credit reports, disputes, utilization, payment history, and authorized-user strategy, a built-in credit utilization calculator, and a copyable dispute letter template. Fully bilingual — one click switches the entire guide to Spanish.
Rental Property Analyzer (EN/ES)
Enter the numbers on any rental property and get an instant buy/hold/pass verdict — cash-on-cash return, cap rate, monthly cash flow, a full income and expense breakdown, a return analysis against standard investor benchmarks (1% rule, GRM, and more), and a 5-year cash flow projection. Fully bilingual — one click switches the entire analyzer to Spanish.
The Buy, Borrow, Die Playbook (EN/ES)
How wealthy families access cash from their investments without ever selling them — and pass everything to the next generation with the unrealized gains erased. Covers exactly how it works, which assets actually qualify, a real broker cost comparison, a dedicated risk section on margin calls, and what happens to the loan and the step-up in basis when you die. Includes a Loan-to-Value & Margin Cushion Calculator. Fully bilingual — one click switches the entire guide to Spanish.