Accounts and Access
What keeps the household running.
Line 1
Bank Account Titling
Records every deposit account the household runs on and how each one is titled, so ownership is clear before you need to act on it.
Line 2
Net Income
Maps what regularly comes in each month, so you plan against your Estimated Combined Net Income instead of an assumption.
Line 3
Autopay Bills
Lists the amount and payment source of every bill set to autopay, to help keep the funding ahead of the withdrawals.
Line 4
Debt Payment Visibility
Gathers every debt the household owes in one place and marks which payments happen automatically, and which require someone to make them manually.
Line 5
Essential Account Access
Confirms, account by account, whether each of you can log in and operate it independently.
Protection
What guards the family if something goes wrong.
Line 6
Health Care Coverage Threats
Lists the triggers that can change health care coverage during the deployment, so a gap gets handled before it opens.
Line 7
Life Insurance
Records every life insurance policy on each partner, what it covers, when it ends, and how the premium gets paid, so coverage does not lapse unnoticed.
People and Deadlines
Who to call, and what to finish before departure.
Line 8
Who to Call
Gathers the people the household may need to reach, their role and phone number, so help is one look away instead of a search under pressure.
Line 9
Actions to Finish Before You Leave
Lists the tasks that have to close before departure and the date each one comes due, so the things that need both of you get done while both of you are still here.
The completed example
Daniel and Kayla’s Financial 9 Line.
A military couple invented for the book. Every name, bank, and number is made up. Tap a page to see it full size.
Each Line fits on one page. The book takes them one at a time.
For media and Commands
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