Lead magnet — worksheet, not a sales pitch

The household protection checklist. A self-audit, one figure per row.

Five sections. Twenty-five prompts. Generated on demand by this app's server-side PDF route — your email gates the download link, nothing more. No contracted engagement, no automated sequence.

Section 01 — Insurance review. Coverage carried at levels matched to current income, dependents, and the balance sheet — not to last year's premium.
Section 02 — Estate basics. Documents that decide who decides, and who inherits, written before they are needed.
Section 03 — Emergency fund. Cash equivalents sized to the household's actual monthly outflow — written before they are touched.
Section 04 — Education funding. A long-horizon bucket per child with a written cadence — not improvised from each bonus.
Section 05 — Retirement readiness. A written target for what the household is sizing — income-replacement, healthcare, sequence risk, withdrawal order.

What you'll cover

Twenty-five prompts. Five sections.

The checklist is the same shape on the page as it is on the PDF cover — five sections, five prompts each, one figure per row reserved for the household. Carry the worksheet through the next life event; revisit at life events, not at quarter-end.

The PDF is generated on demand by this app's server-side route handler. We never see the figures you fill in by hand.

Insurance review

Life, disability, umbrella, property, and long-term care adequacy against current income, dependents, and the balance sheet.

Estate basics

Will, durable POA, healthcare proxy, beneficiary designations, and a digital-estate plan — written and on file.

Emergency fund

Three to six months of essential expenses held in cash equivalents, with a written sinking-fund cadence.

Education funding

A documented 529 / taxable bucket structure per child, with monthly contributions written, not improvised.

Retirement readiness

Income-replacement ratio, healthcare buffer, sequence risk, Social Security claiming strategy, and a tested withdrawal order.

How to use the worksheet

Write figures in ink. Carry the worksheet through one life event.

Step 01
Download and print
Open the PDF, print or save it offline, and write name on the cover if you want it pinned to the household.
Step 02
Fill one section per sitting
Twenty-five prompts is too many for one afternoon. Work through one section in a quiet sitting; revisit the next one a week later.
Step 03
Bring it back at the first call
If a section surfaces a category you can't size or a figure that needs a second pass, send a note to the practice. We'll bring it into the first consultation.