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Money on Autopilot: Set-It-and-Forget-It Systems for Bills, Savings and Investing

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$15.00
$15.00
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A handful of automatic transfers can run your whole financial life.


This 20-page guide shows busy professionals how to set up bill pay, savings and investing so money moves on schedule without monthly decisions. It uses a simple hub-and-spoke account setup and six step-by-step playbooks.


What's inside:

  • 6 automation playbooks: bill pay, emergency fund, retirement, brokerage, debt payoff and annual admin
  • The hub-and-spoke account structure
  • A safety and fraud cheat sheet, including FDIC and SIPC limits
  • A review rhythm: monthly, quarterly and yearly checklists
  • A fillable launch checklist and quarterly check-in tracker


Best for: Anyone who wants their finances handled without the manual work. Educational only, not financial advice.

You will get a PDF (347KB) file