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Useful Resources

  • A worksheet titled 'The Well-Timed Exit Checklist' from Desert FI, containing a checklist for financial and personal preparedness before leaving a boat, with sections on cash and allocation, walking toward a clear future, and having a written plan.

    The Well-Timed Exit Checklist

    It's part checklist, part quick self-scoring quiz. Check each box that's already true for you as you go — then add up your checks at the end to see where you stand. Useful whether you're approaching your exit or already through it

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