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LESSON 3 · The Money Playbook

Your CEO Dashboard

Start today with three numbers. Write down your current net worth (assets minus debts), your monthly savings rate as a percentage, and your Growth allocation. These are your personal financial KPIs — the only scoreboard you need.

Set a calendar reminder for the first Sunday of every month — a 15-minute board meeting with yourself. Three numbers, zero complexity. Ask one question: what is the single highest-impact action this month? No elaborate spreadsheet required.