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The Catch-Up Plan

$19.99

30-day system to catch up on retirement savings

The Catch-Up Plan is a practical 30-day reset designed for US earners aged 30-45 who feel behind on their financial goals. This guide walks you through honest math on retirement timelines, identifies where your money actually goes, and installs automated systems you can keep for life.

You’ll learn the Raise Rule (automatically save 50% of every raise), set up payday automation, and work through exact catch-up calculations. A filled example shows how $820/month saved at 35 reaches $1M by 65. This is education, not financial advice—just straightforward numbers and systems that work.

What you get:

  • 32-page PDF e-book with 5 core chapters
  • 7 reusable Action Sheets (iPad with tappable tabs, printable Letter, landscape formats)
  • Death Date & 5 Numbers framework
  • Bleed Audit to track spending
  • Payday automation map
  • 30-day protocol with worksheets
  • Filled examples for every sheet
Frequently asked questions