Chapter 12 of 12
One blue folder on the same kitchen table, a year later, where the stack of papers used to be. The five principles that turned confusion into a plan she understood — and the last question the class asks, which is the only one that matters: what will you do next?
Everything that goes with this chapter, yours to keep.
Download the workbook to start the class.
Class Booklets
The capstone, pulling the series into five principles: know your income gap, separate money by time horizon, plan for inflation/healthcare/longevity, get your documents and Financial First Aid Kit in order, and find an advisor who educates first.