Vocation + Finances
The Vocation & Finances Workbook
Insource your work. Insource your money.
Fourteen days to stop being a stranger to your own calling and your own balance sheet.
The Lie
"My guy handles all that. I just keep earning."
The Truth
I know what I'm building, why I'm building it, and where every dollar goes.
Who this is for
For the man who makes good money and still can't tell his wife the full picture in 20 minutes.
You make good money. You also can't sit down and walk your wife through the whole picture in twenty minutes without opening four apps and guessing twice.
That's not a math problem. That's an ownership problem — and it's the same reason you can't say out loud what you're actually building or why.
What it's costing you
- A job you're good at that you never chose on purpose, funding a life you never designed on purpose.
- No written budget, so every hard month becomes an argument instead of a decision.
- No buffer, which means every Monday carries a low-grade panic you've learned to call ambition.
Why this one works
Calling before cash flow
You separate the work you do for money from the work you were built to build — on paper, in your own handwriting. Most men have never written this down.
One page your wife can read
The written monthly budget, the debt picture, and the full net worth on a single sheet. No dashboards, no jargon, nothing hidden.
A meeting instead of a fight
The Quarterly Money Meeting gives you an agenda, scripts, and four questions. Ninety minutes, four times a year, and money stops being a landmine.
What you'll be able to do in 14 days
- ✓Name the work you were actually built for — out loud, on paper
- ✓Sit down with your wife and walk the full money picture in 20 minutes
- ✓Build the 3-to-6-month buffer that takes the panic out of every Monday
- ✓Run a Quarterly Money Meeting that ends in agreement, not a fight
What's inside
- 01Vocation vs. job — naming the work you were actually built for
- 02The written monthly budget your wife will thank you for
- 033–6 months of expenses, zero new consumer debt, 15% invested — the floor
- 04The Quarterly Money Meeting — agenda, scripts, and how to not blow it
- 05Generosity as a tool, not a tip — the tithe that re-orders your soul
Preview
Look inside before you buy
Page 1
A Stranger To Your Own Balance Sheet
You make good money. That is not the problem. The problem is that you could not sit down tonight and walk your wife through the full picture in twenty minutes without opening four apps and guessing at two numbers.
Somewhere along the way you handed the details to somebody. The accountant handles the taxes, the advisor handles the investments, the app handles the categories, and you handle earning more so that none of it has to be examined. That is outsourcing dressed as delegation, and it works right up until a bad quarter, a diagnosis, or a divorce turns the ledger into the only conversation in the room.
The same thing has happened to your work. You are good at what you do and you cannot say, in a sentence, what you are building or why. The job has been running you for so long that the question 'is this the work I was made for' now feels like a luxury rather than a duty.
Page 1
The Audit
Where it actually stands
Yes or no, as of today. One point per yes. Guessing counts as a yes.
I do not know, within $500, what we spent last month.
We do not have a written monthly budget that both of us have seen.
I could not list every account, debt, and policy we hold from memory.
We have less than three months of expenses in cash.
The Audit
Day 1
Vocation is not your job
Your job is what you are paid for. Your vocation is what you were built to build. They can overlap, and for most men they partially do, and the confusion between the two is why a promotion can leave a man emptier than he was.
Today you separate them on paper. Two columns. On the left, what you actually do for money — the tasks, honestly listed. On the right, the work you would still be drawn to if money were handled: the problems you cannot stop thinking about, the thing men ask your help with, the work you lose track of time inside.
Anchor move — Two columns, one circle
Day 1
Actual pages from the workbook. Click any page to read the free preview.
Table of contents
- Start hereA Stranger To Your Own Balance SheetFree
- AuditThe AuditFree
- Day 1Vocation is not your jobFree
- Day 2What is the money forIncluded
- Day 3Put every account on one pageIncluded
- Day 4Count last month, exactlyIncluded
- Day 5The one-page written budgetIncluded
- Day 6Build the buffer firstIncluded
- Day 7Kill the consumer debtIncluded
- ReviewWeek One ReviewIncluded
- Day 8The quarterly money meetingIncluded
- Day 9Twenty minutes, the whole pictureIncluded
- Day 10Invest on purpose, boringlyIncluded
- Day 11Generosity as a tool, not a tipIncluded
- Day 12Protect them if you are goneIncluded
- Day 13Move one percent of your week toward the circleIncluded
- Day 14Own the ledgerIncluded
- ReviewWeek Two ReviewIncluded
- Re-auditThe Re-AuditIncluded
- 30 daysThe 30-Day PlanIncluded
- ToolThe One-Page Monthly BudgetIncluded
- ToolThe Quarterly Money Meeting — AgendaIncluded
- ToolThe One-Page Account InventoryIncluded
- ToolVocation vs. Job — The WorksheetIncluded
Page 05
Vocation vs. Job
A two-page worksheet to separate what you do for money from what you were built to build. Most men have never written this down.
Page 17
The Written Monthly Budget
A one-page budget template. Every line your wife has been asking about for three years — finally on one sheet.
Page 30
The Quarterly Money Meeting
Agenda, scripts, and the four questions to answer together. Ninety minutes, four times a year, end of fights.
First 6 pages, no email required — read it offline before you buy.
What you're probably thinking
"My accountant handles all of this."
Your accountant files. You steward. This is about you knowing your own numbers well enough to lead a conversation about them.
"We're deep in debt right now."
Then this is the right fourteen days. The floor is written for men digging out, not men with a paid-off house.
"I already budget."
Does your wife know it? Written, shared, and reviewed on a schedule is a different thing than tracked in your head.
Money follows the man who knows what he's building. Fourteen days to be able to answer both questions out loud.
Get the workbook
The Vocation & Finances Workbook
$19
44 pages · digital · yours forever
Checkout with Stripe →Want all four legs? Get the set for $59 →