The Simple Wealth Workshop - 40 lessons over 40 years
One-Page Plan — field-tested steps you can use right away
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1) One-Sentence Goal next 12–24 months
2) Cash Flow & Pay-Yourself-First
3) Emergency Fund Target
4) Top Debts to Eliminate Snowball or Avalanche
5) Contribution Order (check what applies)
6) Investing Framework
Risk comfort:
7) Protection & Estate Basics
Estate docs:
Beneficiaries last reviewed
8) Retirement Income Plan
9) Next Actions — 30 / 60 / 90 Days
Tip: Fill this on-screen and print/save to PDF, or print first and complete by hand.