Playbook
Step 1 of 7 · Stage 1 Foundation

First dollars

Where do the first dollars go?

What this step is
Cash buffer
One month of expenses, saved in cash, so an unexpected bill does not go on a credit card.
Employer match
Every dollar your employer adds to your retirement plan at work when you contribute. Nothing else here returns as much.
Where you’re at
Cash bufferNot known yetWe need two figures: what you spend in a typical month, and how much cash you hold today.
Employer matchNot known yetYou have not told us whether your employer adds to your retirement plan at work.
3 questions
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