Why We Run the Drill
It's 2 AM. The Alarm Goes Off.
"When the smoke detector screams at 2 in the morning, nobody stops to make a plan. You move — grab the kids, head for the door — because at some point, someone taught you the plan and you practiced it. That's the whole point of a fire drill. You rehearse when it's calm so you don't have to think when it's not."
"This course does the same thing for your finances. If something happened to you tomorrow — not a fire, but a stroke, an accident, a sudden loss — would the people you love know where to find the will? The policies? The passwords? Who to call? For most families, the honest answer is no. We're going to fix that, one calm step at a time."
The Financial Fire Drill isn't about fear or pressure. It's about preparation and peace of mind — a clear-eyed look at where you stand today, so your family is never left scrambling. This first module shows you the method and gets your workbook started.
This isn't about panic. It's about preparedness.
How It Works
Three Phases, Eighteen Modules
The whole course moves through three phases — the same framework on every Financial Fire Drill. Tap each to see what it covers.
First, we find and organize everything. Personal information, key contacts, essential documents, life insurance, and your retirement and investment accounts. You can't protect — or pass on — what nobody can locate. This phase builds your master inventory.
Next, we pressure-test your structure for weak points. Income protection, insurance coverage, debt and liabilities, beneficiary designations, digital access, and business interests. This is where we find the exposures most families never see coming.
Finally, we turn everything into a roadmap. Emergency fund, estate planning essentials, a family communication plan, your financial team, and a prioritized 90-day action list — finishing with your complete, ready-to-use Financial Fire Drill.
"Here's how to use this. Each module saves what you type, right here in your browser — it's your private workbook. Go at your own pace. There's no grade and no judgment. The only goal is that, by the end, your financial house is in order and the people you love know exactly what to do."
Your Workbook — Start Here
Set Your Starting Point
A few lines to anchor your plan. Everything you type saves automatically on this device — only you can see it.
Your Turn — Baseline
Readiness Self-Check
Tap each statement that's true for you today. This is your starting baseline — we'll close the gaps as we go. No wrong answers, just an honest snapshot.
Think Fast
The Drill
One mindset call before we begin.
You sit down to start this course and realize you don't have your documents organized, you're not sure where some accounts even are, and the whole thing feels overwhelming. What's the right way to approach it?
Hands-On Drill
Gather Your Materials
Before the next modules, it helps to have a few things within reach. Check off what you can put your hands on — the rest becomes your first to-do list.
- A safe place to keep your workbookA binder, folder, or secure digital vault for your printed results
- Recent financial statementsBank, retirement, and investment — even just logins to find them
- Insurance policiesLife, home, auto, and any others, or where they're stored
- Estate documents, if anyWill, trust, power of attorney
- A quiet 10 minutesThe drill works best calm and unhurried
Knowledge Check
Run the Drill
What made you decide to run this drill now — and what would "done" feel like for you and your family?
Your Drill Has Begun
You know the method, you've set your starting point, and you've got your baseline. Now we start filling the picture in — beginning with your personal information inventory.
Peace of mind through preparedness. — Let's Start the Conversation.