You know you should be doing something smart with your money. You just don’t know what comes first.
The Financial Readiness Checklist tells you exactly what to do with your next dollar. This toolkit makes it dead simple to actually do it.
Here’s what you get:
- Interactive Excel workbook plug in your numbers, it tells you exactly where you stand and what to fix next. Formula-locked so you can’t break it.
- Step by step walkthrough shows you how to complete each phase with real examples. No jargon.
- Financial Readiness Rules reference card the car rule, the housing rule, the deployable net worth rule. Your guardrails on one page.
- Quarterly review template 15 minutes, four times a year. That’s all it takes to stay on track
You make good money but you don’t have a system. So every paycheck disappears and you’re not sure where it went. You know you should be investing, saving, paying down debt — but you don’t know the right order. So you do nothing. Or you do everything at once and none of it moves the needle.
This toolkit gives you the order. One phase at a time. No guessing.
$47.
That’s less than one overtime hour for most of you. And it replaces the financial advisor you were never going to call anyway.