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Plan

A path from broke
to comfy to luxe.

Wealth-building isn't a guess — it's a sequence. Eight steps, in order. We'll show you which one you're on and what comes next.

Broke

Get to even.

Stop the bleeding. Build the floor. Three steps that change everything.

$0–10k·3–9 months
3 of 8 plan steps
Comfy

Build the cushion.

Bills covered. Now the interesting money decisions start.

$10k–250k·2–8 years
3 of 8 plan steps
Luxe

Preserve & compound.

Keep it, grow it, pass it on.

$250k+·The long game
2 of 8 plan steps
The eight steps

One path. In order.

Don't skip ahead. Each step unlocks the next one — that's the whole trick.

01
Build a starter emergency fund
$1,000 in cash. Stop the bleeding.
broke
02
Knock out high-interest debt
Anything above 7% APR. Avalanche or snowball — pick one.
broke
03
Build a 3–6 month emergency fund
In a high-yield savings account. Don't touch it.
broke
04
Max your 401(k) match
Free money. Take it.
comfy
05
Invest 15% of your income
Index funds. Set it, forget it, reread once a year.
comfy
06
Save for a home and life goals
Down payment, college, sabbaticals — your call.
comfy
07
Pay off the house early
Optional. Math vs. peace of mind.
luxe
08
Estate, philanthropy, legacy
The interesting part.
luxe
The reason it works

Boring beats brilliant.
Time beats timing.

Three friends, three contribution levels, same boring index fund. Thirty years later, here's where they land.

$300/mo · ends at $340,969
$600/mo · ends at $681,938
$1,000/mo · ends at $1,136,563
Yr 0 Yr 5 Yr 10 Yr 15 Yr 20 Yr 25 Yr 30

Assumes 7% average annual return, monthly contributions compounded annually.

Find your step. Walk it.

A two-minute questionnaire tells you which of the eight steps to focus on right now.