Tools
Small tools to keep security repeatable: checklists, prompts, and cadence notes.
Educational demo. Not individualized financial advice.
Checklists
Run these to keep the plan stable.
Weekly
Essentials covered? Transfers scheduled? Upcoming bills visible?
Monthly
Top up buffer, reduce debt pressure, confirm automations.
Quarterly
Rebalance, update goals, review protection layers.
Prompts
Write a one-page “secure plan”.
Horizon
Now / 12–24 months / long-term — what matters most in each horizon?
Buffer rule
How will you protect the reserve from non-emergencies?
Protection review
When do you review coverage and update beneficiaries?