Free with email
Capital Checklist
What to gather before you talk to any lender.
Resource Vault
The Secure the Bag Resource Vault™
Checklists, worksheets and guides to help you make your next money move. Educational tools only — not financial, legal or tax advice.
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HELOC Investment Capital Roadmap
How homeowners think through equity as investment capital.
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Investor Deal Analyzer Worksheet
Purchase, repairs, rent, reserves and exit — on one page.
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Homebuyer Checklist
From budget to keys, step by step.
Free with email
Business Funding Readiness Checklist
The documents and numbers lenders ask for.
Free with email
Credit Preparation Guide
Get your credit story ready before you apply.
Free with email
Capital Strategy Worksheet
Map your goal, timeline and capital lane.
Free
Episode Companion Guides
Transcripts, key lessons and terms for every episode.
OpenFree
Capital Guides & Mini Guides
In-depth articles on funding, equity, real estate and wealth.
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Real Estate Calculators
Run the deal numbers as a planning aid.
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Books
Ms. B's books — coming to Shop the Bag™.
OpenMember-only
Capital Club Library
Member-only trainings and templates.
Open