THE PHANTOM PLAYBOOKS
Understanding.
Into practice.
Three educational foundations. Companion workbooks to help you build a plan and return to it.
PROPOSED COLLECTION · IN DEVELOPMENT · NO PURCHASES AVAILABLE
MONEY & OWNERSHIP
Beyond the Paycheck.
Begin with the free guide. A planned companion workbook will focus on income, spending, commitments and goals. It is not available for purchase yet.
- A personal money map
- Spending and ownership reflection sheets
- A 90-day action plan and weekly review
JUDGMENT & DUE DILIGENCE
Before You Believe.
A planned introduction to financial persuasion, followed by a workbook for examining claims and asking better questions.
- Historical financial-fraud case studies, with sources
- A claim-versus-evidence worksheet
- A due-diligence question list and decision journal
Case studies and full text require research and review before release.
HABITS & THE LONG VIEW
The Long Game.
A planned guide and workbook connecting present decisions to retirement goals, family responsibilities and protection questions.
- A future-priorities map
- A repeatable monthly money review
- Questions for insurance and other qualified professionals
Workbooks provide educational exercises, not personalized investment, tax or legal advice. Prices and release dates have not been set.
Interested in learning to trade?
Explore our introductory readings before deciding whether future accountability coaching might suit you.
Read the trading foundations