Financial Checkup

The 8 numbers to know and the 13-point checklist to run against your own finances.

Know Where You Stand

  • The 8 numbers worth memorizing: emergency fund target, F.U. Money target, ideal savings rate, your FI Number formula, safe withdrawal rate, and the market averages that actually matter

  • A 13-point checklist covering budgeting, debt, insurance, estate planning, cybersecurity, and investing

  • No login, no 400-page course — just a fast, honest gut-check

  • Find out if you're actually on track, or just assumed you were

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