Terms.

The Decision Kit is licensed to one person for personal use. It may not be resold, redistributed, reproduced for others or used with clients.

It is an educational reflection tool, not personalized financial, investment, tax or legal advice. It does not recommend a financial product or promise a particular outcome.

All examples are fictional and all amounts are illustrative. They are included to show how the method works, not to model what any particular person should do.