Checklists & Worksheets
Reader Resources
DecadeĀ Checklists
Annual review checklists tailored to your decade, from your 20s through your 70s and beyond that are designed to keep you focused.
Review Worksheets
Monthly, quarterly, and annual review worksheets to help you stay on track, catch issues early, and keep your plan moving forward.
Estate &Ā Legacy
Document checklists and templates to help you organize your estate plan and prepare what your loved ones will need.
Protection Planning
Tools to help you guard against fraud, respond quickly if something goes wrong, and protect your financial future.
Purpose & Planning
Reflection prompts and worksheets to help you clarify your vision, define what matters, and design a meaningful retirement.
Where to Start
These checklists and worksheets support the ideas in the book. Start with your decade, set up a maintenance rhythm, and add other tools as your needs evolve. There's no wrong place to begin.
Lynn
