Pull documents
Benefits, retirement, stock, cash, insurance, tax notes, and forgotten accounts.
Educational money audit
Find the leaks before they compound.
A calm, source-led checklist for reviewing benefits, equity, cash, insurance, tax paperwork, and old accounts without turning money maintenance into a panic project.
Audit desk
12 checks
Benefits default
Equity schedule
Cash drag
Insurance gap
Old account
Educational only
No personal advice
What it does
A financial review for people who hate vague money advice.
Mark defaults
Find the quiet settings that change cost, timing, eligibility, or downside.
Rank attention
Turn scattered financial admin into a simple review queue.
The quiet part
The expensive leak is usually not dramatic.
It is the account you stopped checking, the benefits PDF you never opened, the cash bucket with no job, or the equity date you meant to review later.
Product layer
The audit names the leak. The kit gives you the workflow.
Start with the audit. If you want the full operating system, the Money Reset Kit adds the spreadsheet, written walkthrough, and source notes.
Educational and informational only.
FinanceMaxxing content does not constitute financial, investment, legal, or tax advice. We do not guarantee any specific financial outcomes. Consult a qualified professional for advice tailored to your situation.
Where Your Money Is Leaking
The full audit. Ready to download.
12 checks · scoring system · print-ready PDF. No email gate.
Buy the audit →
Instant download · Secure checkout via Lemon Squeezy
Educational and informational only.
FinanceMaxxing content does not constitute financial, investment, legal, or tax advice. We do not guarantee any specific financial outcomes. Consult a qualified professional for advice tailored to your situation.
Free audit · in progress
A free, segment-routed version is on the way.
We're building a tailored free version that routes the audit to your situation. Until then, grab the full audit above — the paid version is the same checklist, ready to download now.