Here are the collected resources from The College Octopus. Just click on the page to open the doc in Canva and access the links.

529 Plan Research Worksheet

The 3-D Method tracker (Diapers → Daycare → Didn’t Even Happen) is the core planning tool from The College Octopus. Use it to redirect real-life expenses into consistent 529 contributions over time.

Open the 3-D Method Tracker

This opens as a view-only Google Sheet. To use it, choose File → Make a copy (or File → Download for Excel).


The Ch-Ch-Ch-Change worksheet below is a practical, dynamic resource designed to help you turn everyday decisions into consistent 529 contributions.

download the cashflow shifts tracker

This tracker opens as a view-only Google Sheet.
To use it yourself, choose File → Make a copy or File → Download.


Pathways & Possibilities Worksheet
Financial Reality Check Worksheet