Financial Fire Drill
Welcome to the Firehouse
Peace of Mind Through Preparedness
"I spent years as a firefighter before I ever sat across a table talking about money. And here's what those two worlds have in common: the people who do best in an emergency aren't the bravest or the luckiest. They're the ones who ran the drill ahead of time."
"That's all this is. Eighteen calm walk-throughs of your own financial house, in three phases — first we identify the gaps, then we assess the risk, then we build your action plan. No alarms, no pitch. By the end, your family won't be left scrambling. Markets are unpredictable. Discipline is not. Let's get to work."
Each module takes about 7 to 8 minutes and includes a fill-in workbook section, a knowledge check, a "what would you do" scenario, and a short drill. Everything you enter — your inventories, contacts, and notes — saves automatically on this device. Work straight through, or jump to whatever gap worries you most.
Phase One · Modules 1–6
Identify the Gaps
Locate every key document, policy, account, and decision-maker — and get it all in one place.
Welcome & The FFD Overview
The methodology, the three phases, and exactly what to expect from the course.
Not startedPersonal Information Inventory
Catalogue the vital personal and family information that needs to be documented and findable.
Not startedKey Contacts & Decision Makers
Who to call — attorney, advisor, accountant — and where their information lives.
Not startedEssential Documents Locator
Wills, trusts, powers of attorney — what you have and exactly where everything is kept.
Not startedLife Insurance Policy Review
A full inventory of every policy — coverage, beneficiaries, and contacts.
Not startedRetirement & Investment Accounts
Every account, custodian, and access detail documented in one place.
Not startedPhase Two · Modules 7–12
Assess the Risk
Pinpoint the weak spots in your current financial structure before they become emergencies.
Income Protection Analysis
Disability coverage, survivor income, and what happens if the income stops tomorrow.
Not startedInsurance Coverage Review
Property, casualty, umbrella — making sure your assets are properly protected against loss.
Not startedDebt & Liability Assessment
A complete picture of what's owed — mortgages, loans, credit — and the strategy for each.
Not startedBeneficiary Designations Audit
One of the most overlooked vulnerabilities — the right beneficiary named on every account.
Not startedDigital Assets & Access Management
Passwords, online accounts, crypto — the modern blind spot for most families.
Not startedBusiness Interests & Planning
For owners — succession plans, buy-sell agreements, and key-person considerations.
Not startedPhase Three · Modules 13–18
Create an Action Plan
Turn what you've found into a clear, prioritized roadmap to a secure financial future.
Emergency Fund Analysis
Assess your cash reserves and build a strategy for true financial resilience.
Not startedEstate Planning Essentials
Your wishes documented, your assets transferring correctly, your family protected.
Not startedFamily Communication Plan
The conversations that matter — who knows what, where it is, and what to do.
Not startedBuilding Your Financial Team
The advisors, attorneys, and professionals you need — and making sure they're in place.
Not startedYour 90-Day Action Plan
Your findings turned into a prioritized, time-bound list to close every gap.
Not startedThe Complete Financial Fire Drill
Final review, your finished workbook, and the peace of mind of knowing you're ready.
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