The Digital Toolkit
Every document in the Starter Kit, delivered by email within minutes — anywhere in the world.
- 87 pages + a working spreadsheet
- Instant delivery
- Works in any country
- Yours to keep and re-print
What each document is for
Every one is also sold on its own at the price shown, which is how the savings above are calculated.
The Starter Vault
Companion Workbook, 12-Month Contribution Tracker and the Brokerage Comparison Sheet — the seven cost lines that decide what a broker really charges, current IRS contribution limits, and a grid you fill in yourself. We take no commission from any brokerage.
The Jargon Decoder
152 terms in plain English, ordered by when you'll actually meet them rather than alphabetically. Each entry says what it is, why it matters, and what ignoring it costs. Closes with the vocabulary of investment fraud.
Portfolio Builder Spreadsheet
Excel and Google Sheets. Tracks contributions, holdings and cost basis, flags allocation drift against a band you set, and shows what an expense ratio really costs over thirty years.
90-Day First Investment Roadmap
Ninety dated tasks in four phases, from never having opened an account to a first automatic contribution that has actually run — with an honest exit if you shouldn't start yet.
Money Basics for Kids & Teens
Age-banded conversation guides for 8–12 and 13–17, a three-jar allowance system that needs no app, a first-paycheck worksheet, and what to ask before opening a custodial account.
The Starter Kit
The same documents with Nancy Dunnan's How to Invest $50–$5,000 included and shipped free worldwide. Pricing is deliberately consistent — each package is the matching toolkit plus the book at list price. See the Starter Kit →
Questions worth asking first
How quickly do I get it?
Download links are emailed within a few minutes of checkout. If nothing arrives within an hour, check your spam folder and then email hewskeep@gmail.com and we will resend manually.
Do I need the book for these to make sense?
No. They were built as companions to it, but each one stands on its own — the Jargon Decoder, the spreadsheet and the roadmap assume no particular reading. If you want the book too, the Starter Kit includes it and ships free worldwide.
Is this financial advice?
No. It's education. Nothing here recommends a specific security, fund or brokerage, and nobody here knows your circumstances. For advice specific to your situation, speak to a licensed adviser in your country.
Are there any shipping charges, duties or tariffs?
None at all on this product — nothing is shipped, so nothing crosses a border. You receive files by email wherever you are.
If you order the physical Starter Kit instead, shipping is free worldwide and US import duties and tariffs are already included in the price. We absorb them; there is nothing to settle on delivery.
Can I print them?
Yes — they are designed for US Letter, and the tracker and goal charts are meant to be printed. You can also fill them in on screen. They're licensed for your own personal and household use.
Can I get a refund?
Digital downloads are non-refundable once the link has been used, because they cannot be returned. If a file will not open or something is wrong with it, email us and we will fix it or refund you.
Educational material only. More to Keep is a store operated by Hew's Keep, a retailer of books and educational materials. We are not a broker-dealer, an investment adviser, a financial planner or a tax adviser. Nothing here is personalised financial, investment, tax or legal advice, and no security, fund, account or provider is recommended.
Investing involves risk, including the possible loss of principal. Past performance does not predict future results. No outcome, return or level of income is promised or implied.
On the "if bought separately" prices: each document is listed for individual sale in this store at the price used in the comparison. You can verify them on the product pages.
Contact: hewskeep@gmail.com