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The New Grad Money Playbook Bundle

Set up your first-year money system in one weekend.

A plain-English bundle from a CPA for new grads in the US and Canada. A 34-page Playbook plus a separate 20-page First-Year Money Setup Kit with 15 fillable worksheets — paycheck to investing, in the right order.

Get the Playbook One-time · $24.99
A New Grad Money Playbook
The
New Grad
Money
Playbook
+ First-Year Setup Kit
Set up your first-year money system in one weekend.
For new grads · US & CanadaInside Your Finance
Made for you if…

You got the job. Nobody taught you this part.

School handed you a degree and a job offer. It did not hand you a plan for the money that comes with it. This is that plan.

  • You just landed your first real job and the paycheck feels smaller than the offer.
  • You know you should be saving and investing, but nobody handed you the how.
  • You want a simple system that runs in the background while you live your life.
  • You're in the US or Canada and want guidance that actually fits where you live.
The playbook · end to end

Ten short chapters, in the order that protects you.

When money is tight, the sequence is what protects you. Work top to bottom — each step earns you the right to the next.

01

Your paycheck, decoded

02

Set up your foundation

03

Your safety net

04

Debt & credit

05

Free money & benefits

06

Investing 101

07

Spend well

08

Protect yourself

09

Your first-year roadmap

10

Tips, tricks & quick wins

What's included in the bundle

Everything you need to set up your money system.

The Bundle pairs a full-length Playbook with a separate workbook designed to be completed in one weekend.

  • A 34-page New Grad Money Playbook — plain-English guidance from a CPA.
  • A separate 20-page First-Year Money Setup Kit workbook.
  • 15 fillable worksheets you can use again year after year.
  • Guidance tailored for new graduates in the United States and Canada.
  • A step-by-step system you can set up in one weekend.
Included · First-Year Money Setup Kit

A 20-page workbook that turns the Playbook into a system.

The Setup Kit is a standalone workbook with 15 fillable worksheets. Read the Playbook, then block one weekend to work through the Kit.

  • A decision tree — one question at a time until you know your next money move.
  • A 30-day setup checklist — your whole system, live in your first month.
  • A paycheck-plan worksheet — give every dollar a job.
  • A monthly money date page — 15 minutes and you stay on track.
  • A cheat sheet & glossary — the whole playbook on one page.
The shortcut

If you only ever do six things, do these, in this order.

  1. Save a one-month starter cushion.
  2. Contribute enough to get your full employer match.
  3. Kill high-interest debt.
  4. Grow savings to a 3–6 month emergency fund.
  5. Invest in a tax-sheltered account, automatically.
  6. Then chase the bigger goals.

Everything in the bundle is just the detail behind these six moves.

Get the Playbook Bundle

One weekend. One system. $24.99.

The 34-page Playbook, the separate 20-page Setup Kit workbook, and 15 fillable worksheets — delivered instantly after checkout.

Get the Playbook Bundle
Secure checkout · Instant download · 14-day refund
Good to know

Questions, answered.

Who is this for?
New grads in the US and Canada in their first year of real income. If you're a few years in and never set up a proper system, it still works — just do the steps in order.
How long does it take?
You can read the Playbook in an afternoon, then block one weekend to work through the Setup Kit and get your whole system live.
What do I actually get?
The New Grad Money Playbook Bundle: the 34-page Playbook, a separate 20-page First-Year Money Setup Kit workbook, and 15 fillable worksheets — for new grads in the US and Canada. Delivered instantly after checkout.
Is this financial advice?
No. It's financial education from a CPA, in plain English. It's not individualized investment, tax, or legal advice.
Refunds?
If it doesn't help you set up at least one thing you're proud of, email me within 14 days and I'll refund you.
Questions?

Still have a question?

Ask anything about the playbook or a money topic. I read every email at hello@insideyourfinance.com.

Disclaimer

This playbook is for educational and informational purposes only. It is not tax, legal, or individualized investment advice. Please consult a licensed financial, tax, or legal professional for advice specific to your situation.