Resources
Free tools
Things I made because I wanted them myself. Use them, print them, share them with anyone they would help.
The Hypothesis Worksheet
Five questions to ask before you commit to anything: money, a job, a move, a deal. What is the hypothesis, what has to be true, what would prove me wrong, what else could explain this, and what do I do when it breaks. One printable page, about fifteen minutes. The thinking behind it is Every Investment Is a Hypothesis.
The First-Pass Scorecard
The next step after the worksheet, built for one kind of decision. Fifteen questions to ask before a private real estate deal gets any more of your time: the sponsor, the business plan, the debt, the fees and the legal terms, plus dealbreakers and a personal fit check. It works with any sponsor, including mine. The long version of the argument is Why I Read the Return Last.
The Family Legacy Workbook
An estate plan transfers assets. Only people transfer values. A free, printable workbook that walks a family from its roots and stories to its values, a short credo, and a family mark or crest of its own design, with room to write, sketch and color, and my own family’s work as a worked example. Made for the kitchen table, not a screen. The story behind it is The Eagle Kept Showing Up.
The Heritage Table
Questions and games for the holiday table that turn one meal into the stories your family will still be telling in 30 years. Twenty-seven story cards, from easy ones for kids to deeper ones for dessert; Who Said It?, a gratitude guessing game; and Next Year cards, a five-minute time capsule you open at next year’s table. Print it, cut it, and tuck a card under each plate. No printer? Open it on your phone and take turns.