Field KitGenerational Wealth Guide Field KitHonest Audit
Honest Audit
Six numbers, no rounding.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Generational Wealth Guide Field Kit
Field KitGenerational Wealth Guide Field Kit12 Disciples
12 Disciples
Rate yourself 1–10 on each discipline.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitMandate & Default Future
Mandate & Default Future
Write the Default Future sentence and sign the Owner’s Mandate.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field Kit72-Hour Waiting Room
72-Hour Waiting Room
Log an item, its price, and why you want it. It unlocks after 72 hours.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitRelationship Audit
Relationship Audit
Score every person who touches your money.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitSix Rooms
Six Rooms
Give every dollar a room.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitDecision Tree
Decision Tree
Walk a new dollar through five steps.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitBoring Engine
Boring Engine
Core portfolio contribution plan.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitIncentive Clauses
Incentive Clauses
Choose the clauses that will govern a release of capital.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field Kit90-Day Sprint
90-Day Sprint
A checklist calendar for the first ninety days.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitLate Starter Path
Late Starter Path
Intensity now, measured against the time you still have.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitWeekly Steward
Weekly Steward
Five boxes and one win.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitLifetime Scorecard
Lifetime Scorecard
The birthday record.
Opening the drill…
Educational only, not financial, tax, or legal advice.
Field KitGenerational Wealth Guide Field KitSigned Instruments
Signed Instruments
Manifesto, mission, constitution, and family bank charter.
Opening the drill…
Educational only, not financial, tax, or legal advice.