Roadmap For Residents
Making Smart Financial Decisions Now
Book Bonus Materials
UNDER CONSTRUCTION
Chapter 1: The Psychology of Money
The Money Mindset Questionnaire
A short self-assessment to help you identify your financial biases, tendencies, and blind spots. Takes about ten minutes — especially useful to do with your partner.
The Partner Money Clarity Worksheet
A guided exercise for couples to get on the same page about financial values, spending habits, and long-term goals.
Chapter 2: Cashflow
Resident Cashflow Diagnostic
Monthly income tracker, expense categories, and savings automation checklist.
The Three-Bucket Budget Template
A simple fillable template built for resident income levels. No finance background required.
Chapter 3: Benefits
Benefits Evaluation Checklist
Step-by-step guide for reviewing retirement, health, disability, and soft-dollar benefits.
Total Compensation Calculator
Enter your salary and benefits details to see the full dollar value and identify coverage gaps.
Chapter 4: Emergency Fund
Emergency Fund Calculator
Enter your fixed monthly expenses to get your personalized target and a month-by-month savings timeline.
High-Yield Savings Account Comparison Guide
Current overview of the best HYSA options for residents — no minimum balance required.
Chapter 5: Home and Car Insurance
Insurance Coverage Checklist for Residents
A quick-reference guide for auto and home/renters coverage — what to look for and what to ask your agent.
Covered vs. Not Covered Reference Chart
A side-by-side breakdown of common coverage gaps in standard homeowners and auto policies.
Chapter 6: Life Insurance
Bonus materials TBD — chapter file pending review.
Chapter 7: Disability Insurance
Disability Insurance Policy Comparison Worksheet
A side-by-side evaluation tool covering definition of disability, elimination period, benefit period, and key riders. Use this when comparing quotes from multiple carriers.
Chapter 8: Consumer Debt
Bonus materials TBD — chapter file pending review.
Chapter 9: Student Loans
Bonus materials TBD — chapter file pending review.
Chapter 10: Investing Basics
Bonus materials TBD — chapter file pending review.
Chapter 11: Retirement Planning
Bonus materials TBD — chapter file pending review.
Chapter 12: Taxes and Estate Planning
Bonus materials TBD — chapter file pending review.
Note: Chapters 6, 8–12 are pending final review. Bonus materials for those chapters will be added once confirmed.