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Life event checklists

Step-by-step checklists for the money decisions that come with a major life change. Each one has a timeline, progress you can track, and a link to the right calculator at each step.

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Choose your life event

  1. Getting Married
    Combine finances, protect each other, and plan joint goals.
    13 steps, 3 phases
  2. Buying a Home
    Down payment to closing — and what comes after.
    12 steps, 3 phases
  3. Having Kids
    Childcare, leave, and the long game of education savings.
    12 steps, 3 phases
  4. Job Loss
    Stabilize cash flow, protect essentials, rebuild.
    10 steps, 3 phases
  5. Divorce
    Untangle assets, update everything, rebuild on one income.
    11 steps, 3 phases
  6. Receiving an Inheritance
    Don't rush. Understand the tax rules, then deploy with intent.
    8 steps, 3 phases
  7. Career Change
    Bridge the income gap and protect your retirement trajectory.
    9 steps, 3 phases