Reading the plan is step zero.
Doing it is the rest.
Every step, on paper:
Each worksheet takes one idea from the book and turns it into boxes to fill in, from your five numbers to your mortgage payoff date.
Built for two:
Couples fill it in together as the co-CEOs of the household, with a money-meeting agreement and a monthly log to keep you on the same page.
See how far you’ve come:
Each phase starts by writing down your five numbers and ends with a checkpoint, so the progress is right there on the page.
Start where you are
Buy one phase at a time, or get all 12 steps in one file and save 33%
How it works
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Buy and download. The PDF arrives right after checkout.
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Open it anywhere. Type into it in Adobe Acrobat Reader, Mac Preview or your web browser, or print it and use a pencil.
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Work one page at a time. Each page matches a chapter of the book, so read the chapter, then fill in the page.
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Check in monthly. Use the money-meeting log to review your numbers and your progress together.
A look inside
Questions
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Do I need the book? It’s strongly recommended. Each page tells you what to fill in, but the book explains why each step comes in the order it does. → Get the book on Amazon
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Which workbook should I buy? Take the free two-minute quiz. It tells you which step you’re on, and the step tells you the phase.
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Can I print it? Yes. Every page is US Letter size and prints cleanly. You can also fill it in on screen and print the trackers.
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Can I use it more than once? Yes. Save a fresh copy of the file whenever you want to start a new year or redo a step. It’s licensed for your own household’s use.
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Is this financial advice? No. The workbooks are educational. For legal documents, insurance and taxes, work with a qualified professional.
Ready to start?
Find your step, grab the workbook for your phase, and fill in the first page tonight.
Want help working through it? Book a free 20-minute consult