Free · About 10 minutes · Printable PDF
The 10-Minute Midlife Money Checklist
One small, calm money step for women 40+: a 10-minute first pass over your accounts, savings cushion, and retirement basics, in plain language, ending with one clear next step.
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What you get
Printable PDF · 4 short steps · 12 items · 3 pages
Use the balances you already have. Mark anything missing as “find later” and keep your notes private.
- Where am I now: list your accounts and debts, and get a rough net-worth snapshot.
- Emergency fund check: note your cash cushion and compare where you keep it.
- Retirement readiness: your employer match, what you hold, and catch-up eligibility, as questions to follow up on.
- One small next step: pick a priority, make it specific, and put a check-in on your calendar.
Created by Julia Bose, founder of The Quiet Wealth Society™, for women who want a calm place to start.
Educational only. This checklist is not individualized financial, tax, or investment advice.