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The Catch-Up Strategy Guide

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$47.00
$47.00
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You don't have a money problem. You have a sequence problem.


Most people behind on retirement are doing some of the right things — just in the wrong order. Paying down a 4% mortgage while a 22% credit card compounds. Holding cash while a Roth sits unfunded. Maxing a 401(k) before capturing the full employer match. The same dollars, reordered, change the math.


The Catch-Up Strategy Guide does two things in one purchase: it shows you exactly where you stand, then hands you the precise order of operations to fix it.


Step 1 — The Diagnosis. A 10-question scored assessment across the 6 categories that decide your position: Retirement, Cash Flow, Debt, Tax, Income, and Emergency Coverage. Five minutes. You finish knowing your tier — Critical, Behind, Building, or On Track — and your exact score out of 40.


Step 2 — The Plan. Your tier unlocks a specific 90-day Blueprint built for that starting position. Not generic advice — a numbered sequence with worked examples, a real dollar-by-dollar walkthrough, and a cash flow worksheet. The right moves, in the right order, for where you actually are.


What you get:

  • The Honest Audit — your scored 10-question diagnosis across 6 wealth categories
  • Four tier Blueprints (Critical, Behind, Building, On Track) — you work the one that matches your score
  • A Start Here guide that routes you through it in order

This is the entry point to the full system. When you've worked your 90-day sequence, the 90-Day Reset ($197) takes you through the complete multi-year plan.


$47. The diagnosis and the plan, together.




Educational purposes only. Not financial, investment, legal, or tax advice. All sales final.

You will get the following files:
  • PDF (79KB)
  • PDF (2MB)
  • PDF (1MB)
  • PDF (1MB)
  • PDF (1MB)
  • PDF (1MB)