Wealth & Wellness Foundational Checklist

A starting point for those who are unsure where to start.

Feeling overwhelmed by finances, but know it’s time to get your life in order? This is for you.

The Wealth & Wellness Foundation Checklist is your no-pressure, totally doable roadmap to help you gain clarity, get organized, and finally build real momentum with your money and long-term wealth.

Built specifically for individuals who aren’t sure where to begin—this guide walks you through:

💰 Creating a clear, real-time budget
📉 Reviewing and tackling debt (without shame)
📈 Setting up retirement, insurance & safety nets
⚠️ Understanding what big moves (like crypto, stocks, or selling property) mean for your taxes
🚀 Exploring advanced wealth-building strategies—when you’re ready

Whether you’ve never looked at your numbers or just feel stuck and scattered, this is your soft landing and your clear next step.

Let’s stop spinning and start building.
💜 Created by a CPA who’s been there, done that, and wants to make this easy for you.