Work the desk top to bottom. Everything you enter is saved on this device. When you finish a tool, the Plan Builder at the bottom pulls it into your plan. Nothing here is financial, legal, tax, or investment advice. It is the Banker's View, built to get you ready for the professionals you will sit down with.
Credit Action Planner
Your score band, utilization, account age, and what a banker reads first. Out: the first three fixes, in order, with a date on each.
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Open the plannerDebt Sorter and Attack Sequencer
Every balance sorted into destructive, neutral, and asset debt. Snowball and avalanche side by side, with the payoff month for each, from your numbers.
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Open the sorter401k Question Builder
Eight questions about your plan and job history. Out: the exact questions to ask HR or your provider, the old-plans checklist, and what to bring to a licensed advisor.
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Open the builderLegacy Readiness Checklist
Will, trust, beneficiaries, power of attorney, directive, guardianship. Your readiness percent, the next document to handle, and who to talk to.
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Open the checklist90-Day Abundance Tracker
Your nine decisions with dates, on a 90-day calendar. Day count and streak are computed from real dates, so it only moves when you do.
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Open the trackerThe Abundance Plan Builder
Pulls every tool above into the nine-section plan, lets you fill the remaining steps in a few short fields, and prints it. This is the document the Accelerator promised you.
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Want this built with you, personally?
Ash's team builds the plan with a small number of people each quarter, including the insurance and estate pieces. If that is you, book a conversation and we will see if it fits.