Resources
Small tools that make security repeatable: checklists, templates, and review prompts. Use them to keep the protocol running.
Checklists
Quick lists you can run weekly/monthly/quarterly to stay secure.
Weekly cash flow
Essentials covered? Transfers scheduled? Upcoming bills visible?
Monthly buffer
Buffer topped up? Debt pressure reduced? Automations still fit?
Quarterly review
Rebalance? Update goals? Protection coverage reviewed?
Templates
Use these prompts to write a simple plan in 10 minutes.
Goal map
Now / 12–24 months / long-term — what matters most in each horizon?
Buffer plan
Target months, monthly contribution, and “only for emergencies” rule.
Diversification notes
What are the baskets? What is the cadence? When do you rebalance?