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The First Investment Checklist
Your first buys build trust with yourself. Clear all four before money moves.
Preflight check
The First Investment Checklist
@fmaunlv
Your first buys build trust with yourself. Clear all four before money moves.
I asked the dumb question
If you can't explain it, you don't own it yet.
I have a script to say no
Peer pressure dies against a prepared sentence.
I vetted who runs it, not just the story
Management and track record, before money moves.
This buy is tied to a goal
FOMO can't survive a target.
The goal this buy moves me toward
e.g. 6 months of expenses saved, or my first $1,000 invested.
e.g.The no-script: 'I'm passing on this one, it's outside my plan. Send me the next one though.'
An AI coach reads your work against the FMA playbook. Education, not financial advice.
FMA coach
Goals, scripts, and homework.Protect the trust you're building with yourself.
Confidence compounds faster than returns.
Take the knowledge with you: the PDF is the full framework, worked examples, and the printable version of this tool.
Download the guide (PDF)One-page card
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