Resources
Tools to keep security repeatable: checklists, templates, and review prompts.
Educational demo. Not individualized financial advice.
Checklists
Use these to maintain your plan on a cadence.
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 clear, 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?