Fill this in while you go through the chapters. When it's complete, you have a written plan most investors never make.

Date started:

1. My numbers (Chapter 1)

• Monthly income after tax:
• Monthly fixed costs:
• Monthly flexible spending:
• Expensive debt to pay off first (amount and interest rate):
• Emergency fund target (3 to 6 months of essentials):
• Emergency fund today:
• My monthly investing amount:

2. My goals

• What I'm investing for:
• When I'll need this money (years from now):
• Money I need within 3 years (kept out of stocks):

3. My portfolio (Chapter 3)

• Style: Calm / Balanced / Growth / Custom
• Core ETF(s) and target %:
• Bond ETF and target %:
• Explore (individual stocks) target %:
• My Explore rules (max per stock, number of stocks, when I sell):