Educational only. Not investment, tax, or financial advice.
Workbooks
Paper versions of the same math
Two educational PDFs and a bundle. They are worksheets, not advice and not a managed account.
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After payment, the confirmation page and an email each include a download link. The link expires after seven days. The files are not on a public page.
Coast FIRE Plan
$9
A one-sitting worksheet: your Coast number, three scenarios, a year-by-year table, and a yearly recalculation.
- Spending worksheet and the Coast number method
- Three worked scenarios and a year-by-year hit table
- Sensitivity for 5%, 6%, and 7% returns
- Social Security and side-income adjustments
- A once-a-year recalculation checklist
Buy for $9 Money Autopilot Workbook
$19
A set-and-forget workbook: four paycheck buckets, account order, payday calendars, and a one-hour annual review.
- Four-bucket paycheck worksheet
- Account order with 2026 IRS limits and the exceptions
- Weekly, biweekly, and semimonthly payday calendars
- A checklist of transfers to automate
- A one-hour yearly review
Buy for $19 Plan + Workbook bundle
$25
Both workbooks: the Coast FIRE Plan and the Money Autopilot Workbook. Three dollars less than buying them separately.
- Coast FIRE Plan
- Money Autopilot Workbook
- The same educational disclaimer as the site
Buy for $25