Plan Z: your steps to Zeedom

2 min read

Plan Z is a path in eight steps, from protecting your accounts to building lasting wealth. The last stop is Zeedom: freedom from money worries.

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Eight steps, one at a time.

How to use it

Start where you are. Earlier steps come first for a reason, but your situation is your own.
Some steps track themselves from your budget, like your emergency fund and your debts.
Others are short checklists. Tick each item when it's done, or skip one that doesn't apply.
On the road, a dot moves toward the next stop as you go: by what you've ticked, what you've saved, or how much of your debt you've paid off. It reaches the next stop when the step is done.
Already retired? In step 6, choose Retired. The step becomes Make your savings last, with a short checklist for drawing on what you've saved.
If a whole step doesn't fit your life, choose Skip this step under it. It counts as done, and you can change your mind any time.
A card at the top of your Budget page shows the step you're on and how far along you are. If you'd rather not see it, close the card. You can bring it back from the Plan Z page.

The free plan tracks the first two steps. Plus tracks all eight.

Every step you finish makes the next one easier. Progress counts, however small.