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