Equitsko
Resources
Tools that keep the cadence practical: checklists, prompts, and review notes.
Educational demo. Not individualized financial advice.
Checklists
Run these to keep your plan secure.
W
Weekly
Essentials covered? Transfers scheduled? Upcoming bills visible?
M
Monthly
Top up buffer, reduce debt pressure, confirm automations.
Q
Quarterly
Rebalance, update goals, review protection layers.
Prompts
Write a one-page “secure plan” in ten minutes.
Horizon
Now / 12–24 months / long-term — what matters most in each horizon?
Buffer rule
How will you protect your reserve from non-emergencies?
Protection review
When do you review coverage and update beneficiaries?