18 Self-Paced Modules
A complete, step-by-step program to build your financial readiness plan — at your pace, on your schedule. No pressure. Just preparation.
What's Included
Workbook PDF
Fillable PDF you complete on your computer or print. Your personal financial pre-plan, documented and ready.
18 Modules
Self-paced video lessons walking through every section of your Financial Fire Drill — on your schedule.
Gap Analysis
Systematically identify what's missing, exposed, or needs immediate attention in your financial structure.
Action Plan
Leave with a concrete, personalized roadmap — not a vague checklist, but a real plan to protect your family.
The Full Curriculum
Modules 1–6 · Locate key documents, policies, and decision-makers
Introduction to the Financial Fire Drill methodology and what to expect from the course.
Cataloguing vital personal and family information that needs to be documented and accessible.
Identifying who to call — attorneys, advisors, accountants — and where their information is stored.
Wills, trusts, powers of attorney — knowing what you have and exactly where everything lives.
Taking a full inventory of all life insurance coverage, beneficiaries, and contact information.
Documenting all accounts, account numbers, custodians, and access details in one place.
Modules 7–12 · Pinpoint weaknesses in your current financial structure
Evaluating disability coverage, survivor income, and what happens if the income stops tomorrow.
Property, casualty, umbrella — making sure your assets are properly protected against loss.
A complete picture of what is owed — mortgages, loans, credit — and the strategy around each.
One of the most overlooked vulnerabilities — ensuring every account has the right beneficiary named.
Passwords, online accounts, crypto, and digital property — the modern-day blind spot for most families.
For business owners — succession plans, buy-sell agreements, and key person considerations.
Modules 13–18 · Build your roadmap to a secure financial future
Assessing your cash reserves and building a strategy for true financial resilience.
Making sure your wishes are documented, your assets transfer correctly, and your family is protected.
Having the conversations that matter — who knows what, where it is, and what to do.
Identifying the advisors, attorneys, and professionals you need — and making sure they're in place.
Turning your findings into a prioritized, time-bound action list to close every gap you've identified.
Final review, completion of your workbook, and the peace of mind that comes from knowing you're ready.
Ready to Get Started?
18 modules. A complete workbook. And the peace of mind that comes from knowing your family is protected. Start at your own pace — finish with a real plan.
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