The Starter Vault — Workbook, Tracker & Brokerage Comparison

The three worksheets people actually get stuck on, done for you. 39 pages across three documents.

• The Companion Workbook (12pp) — six parts that turn the book into decisions with your own numbers in them, from the two gates before you invest anything to a one-page investment policy you sign
• The 12-Month Contribution Tracker (17pp) — a page per month, a year-at-a-glance summary, four milestones worth marking, and a year-end review that sets next year's number from evidence
• The Brokerage Comparison Sheet (10pp) — the seven cost lines that decide what a broker really charges you, the account types explained with current IRS contribution limits, what SIPC does and doesn't cover, and a fillable grid you complete from the brokers' own fee schedules

Instant digital download. Nothing ships. Designed to be printed on US Letter or filled in on screen.

Educational material only. Not financial advice. We are not affiliated with, and receive no commission from, any brokerage.