My Abundance Plan
Built in the Banker's order. Nine steps, one file, read the way a bank reads you.
Align Savings
A bank looks first at whether money moves on its own. One automatic number, one day, one account. Decide it here and the rest of the plan has a floor.
Broaden Earnings
A lender counts how many places money comes from. List what exists today, then commit to the one next stream and the first action toward it.
Underwrite Freedom
A bank underwrites risk before it lends. You underwrite your own freedom: how many months you can stand without a paycheck. Essentials times months is the target.
Illustration from your numbers. Not a guarantee.
Nurture Credit
Your credit file is the first page a bank reads. This section comes from the Credit Action Planner: the band you are in and the first three fixes in order.
Source: Credit Action Planner
Diminish Liabilities
A bank sorts your debt before it judges it. This section comes from the Debt Sorter: three columns, the method you chose, and the order you pay.
Source: Debt Sorter
Amplify Investments
You do not need to understand every fund to ask the right questions. This section comes from the 401k Question Builder: what to ask, what to find, what to bring.
Source: 401k Question Builder
Navigate Insurance
A bank protects its collateral. You protect your income, your health, your home, and the people who depend on you. Mark each exposure honestly, then book the review.
Create Tax Strategy
A bank never pays a dollar of tax it does not owe, and neither should you. This is not advice. It is the conversation you bring to a licensed tax professional, with your questions written down first.
Establish Legacy
The last page a bank reads is who receives what. This section comes from the Legacy Readiness Checklist, and it closes with your own words.
Source: Legacy Readiness Checklist