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See the decisions that matter—before they compete for your attention.
For mortgages, retirement, taxes, insurance, family, and the choices that overlap.
What's inside:
"Net worth is not liquidity. A retirement balance is not a retirement decision. See the pieces together."
— the brief™ philosophy
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Open the workbook
It works in Excel and can be uploaded to compatible spreadsheet tools. Seven focused tabs; no account connection required.
Start with the Dashboard
Enter take-home income, core and total spending, accessible reserves, debt payments, net worth, and retirement income assumptions.
Open the sheet tied to your next decision
Use the liquidity map, retirement stress test, decision queue, family file, or annual review as needed.
One connected workbook. The next decision becomes easier to name.
Get the Dashboard — Free