Flagship paid template

Stop treating FIRE like a mood board.

This flagship workbook translates the free starter-pack ideas into a cleaner planning system with milestone tracking, Coast FIRE scenarios, and an annual review cadence. This is the paid follow-on for people who are done collecting ideas and ready to run a planning cadence.

$17-$29
4 core workbook tabs
Monthly plus annual review cadence

Best Fit

People moving from vague FI interest to a plan with checkpoints.

  • You already know the FIRE basics but your plan still lives across three spreadsheets and six browser tabs.
  • You want to see FI and Coast FIRE on the same roadmap instead of treating them like disconnected ideas.
  • You need a review cadence that keeps the plan moving without checking your portfolio every afternoon.
This product is not a prediction machine. It is a decision tool for turning a long-range FI target into the next twelve months of deliberate action.

Included Assets

What the system actually contains

fire-dashboard.csv

Command center

Current-state snapshot, gap-to-go math, and monthly review prompts.

coast-fire-checkpoint.csv

Scenario testing

Compare assumptions and see when compound growth can carry more of the load.

milestone-roadmap.csv

Execution layer

Turn the abstract target into milestones and force one next move per stage.

annual-fi-review.csv

Reset ritual

Capture wins, leaks, and the one focus that should dominate the next year.

Workflow

Four-step operating rhythm

Step 1

Start with the dashboard

Get your spending, invested assets, savings rate, and gap-to-go into one snapshot so the plan stops floating around in your head.

Step 2

Pressure-test Coast FIRE

Run conservative, base, and optimistic assumptions so you know whether time can do more work than brute-force saving.

Step 3

Choose the next milestone

Break the long-range target into milestones with one concrete next action instead of a pile of vague intentions.

Step 4

Review on a cadence

Use monthly check-ins and one annual reset to keep the system honest without turning FIRE into a daily obsession.

Why It Exists

Free gets you oriented. Paid gets you organized.

The starter pack gives people the math, the checklists, and the warning signs. This system takes the next step: it turns that information into a repeatable review cadence.

That matters because most FIRE plans do not fail from a lack of enthusiasm. They fail because nobody translated the target into milestones, decision rules, and a sane rhythm for revisiting the numbers.

In plain English: fewer random spreadsheet experiments, more deliberate progress.

Bundle source path

products/etsy/fire-planning-bundle