12 Steps Companion Workbook, Phase 2: Build a Routine

Protect what you built in Phase 1 and start your retirement savings. This fillable workbook covers Steps 5–8 of 12 Steps to Eliminate Debt and Build Wealth, from insurance and Wills to paying off everything but the mortgage.
 
What’s inside
Life insurance: two ways to size it, how long the term should last, and a quote comparison
Will decisions, Powers of Attorney, a Living Will, and a beneficiary check for every account
An employer match worksheet for two earners, plus a page for your investing plan
Your six-month emergency fund target, the lifestyle-inflation talk, and a tracker
A remaining-debt payoff plan, and a before-you-buy-a-house worksheet
 
Works on its own. It opens with a quick check that your Phase 1 foundation is in place and a page to record your current five numbers, so you can start here.
 
Details
17-page fillable PDF, US Letter size
Type on screen in Adobe Acrobat Reader, Mac Preview, or your web browser, or print it and use a pencil
Instant download after purchase
 
For education only; not legal, tax, insurance, or investment advice.