39frameworks
Quality
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Consumption SmoothingIn-depth
Match your spending to your lifetime income curve, not just today's balance
Lower Expected Returns AnchoringIn-depth
The 20th century was exceptional — build your retirement plan around something closer to 5% real
Values-First Windfall Management FrameworkIn-depth
Know your goals before your money knows your hand
Reflective Questions for Funding a Good LifeIn-depth
Use structured reflection to plan retirement around happiness, not just a number
Lifetime Consumption SmoothingIn-depth
Vary your savings rate by life stage to optimise lifetime, not annual, spending
Variable Spending PlanIn-depth
Replace fixed withdrawal rates with course-corrected, lifestyle-aware retirement spending
Reasonable Over Rational Financial Planning
Choose financially reasonable strategies you can actually stick with long-term
The Rent vs. Buy Decision Matrix
Use math and lifestyle analysis, not cultural pressure, to decide on housing
The One-Page Financial Plan
Build a values-driven financial plan that fits on a single page
The Prenup as Communication Tool
Use prenuptial agreements to build transparency and honest communication
The Accurate Business Valuation Framework
Know your worth
The Six Deadly Sins Framework
Avoiding common pitfalls in business valuation
The Annual Valuation Framework
Regularly valuate your business
The Wealth Team Framework
Building wealth together
The College Funding Framework
Save for college without debt
The Debt Snowball Framework
Lose weight fast, really
The Emergency Fund Framework
Save $1,000 fast
The YOU, Inc. Framework
Manage Your Money Like a Business
The Budgeting Framework
Plan Your Money
The Baby Steps Framework
One step at a time
Risk Denial Framework
Don't deny risk, manage it
The Sharru Nada Framework for Wealth
Wealth from hard work
The Money Conversation Framework
Talk money with your partner
The Long-Term Investing Framework
Invest for the long term
The Annual Financial Checklist
Review & adjust
The Envelope System
Allocate money for specific categories
The Big Wins Framework
Focus on significant changes
The À La Carte Method
Cut unnecessary subscriptions
The Conscious Spending Plan
Spend with intention
The HSA Investment Framework
Invest in an HSA
The Robo-Advisor Evaluation Framework
Evaluate robo-advisors
The Brokerage Selection Framework
Choose the right brokerage
The Balance Sheet Framework
Assess Your Assets & Liabilities
Total Addressable Market (TAM) Calculation
A bottom-up, customer-validated method for quantifying your beachhead market size in annual revenue to ensure your venture targets a market large enough to sustain it.
Target Allocation Percentages (TAPs)
Graduated percentage targets that scale with business revenue
The Reverse-Engineering Your Practice Worksheet
Calculate exactly how much your practice must earn to fund your ideal life
DreamliningIn-depth
Replace vague goals with costed timelines for your ideal life
The Bogleheads' Financial Lifestyle Framework
Choose a sound financial lifestyle
The Credit Conundrum Framework
Understand the impact of credit on financial decision making