Free Resources

Practical guides, checklists, and walkthroughs

Free resources for working families — newest first. Each piece is short, written for a household budget, and ends with an action you can run the same week.

PDF

Wallet Security & Self-Custody Checklist

Self-custody means you — not an exchange or a custodian — hold the keys to your assets. This free one-page checklist breaks the four habits that make that responsibility survivable for working families into fifteen concrete actions you can run this week. Print it, tape it inside the safe-deposit box, and treat every unchecked line as work to do before you move meaningful funds to your own wallet.

Read the guide →