Key Information
Organize documents, accounts, and trusted contacts for complete clarity.

All 52 weeks of The Shield Plan in one beautifully designed reference — with fillable worksheets, recommended tools, and a complete financial organizer your family can count on. The eBook is currently in production. Join The Shield Plan free email program now and you'll be the first to know when it launches.
The Shield Plan eBook walks you through organizing your finances, reviewing your insurance, building a budget, understanding your tax situation, planning your estate, and connecting your health choices to your financial wellness - one week at a time.
Think of the emails as the weekly class. The eBook is the textbook.
Every chapter expanded with deeper education, context, and examples. No waiting for the next email - work at your own pace.
16+ worksheets embedded throughout. Fill them in digitally or print and write by hand.
Curated resource recommendations for every section - password managers, budgeting apps, and more.
Calm, grounded, education-first. No fear tactics. No sales pressure. Just clarity.
A comprehensive 52-week journey designed to secure your financial future and personal well-being.
Organize documents, accounts, and trusted contacts for complete clarity.
Comprehensive insurance, property protection, and emergency preparedness.
Master your net worth, retirement strategy, and household inventory checklist.
Strategic education planning and making final arrangements with peace of mind.
Advanced budgeting techniques, spending control, and automated savings systems.
Maximize your deductions and align strategies with financial professionals.
Securing your legacy through Wills, Trusts, and long-term care plans.
Comprehensive Shield Score self-assessment and detailed progress tracking.
Mapping health patterns and critical illness education for future protection.
Deep-dive into coverage, open enrollment, and HealthShare options.
Identity protection strategies and securely sharing your final plan.
Wellness optimization and understanding the financial impact of health choices.
Complete full-year performance review, final adjustments, and official course graduation.
Everything in the eBook, PLUS:
Fortune Shield is a licensed, education-first protection resource. We don’t use fear to force decisions. We don’t rush people into plans that don’t fit. The Shield Plan eBook is an extension of that philosophy — a year of financial education designed to help you feel more confident, more prepared, and more in control.
The Shield Plan email program delivers the same 52 weeks of education - one email per week, completely free. The eBook is the premium companion: expanded content, embedded worksheets, and everything in one place.
52 weeks. 13 sections. 16+ worksheets. One complete system.
Instant download after purchase. 100% Digital.
The Shield Plan email program delivers the same 52 weeks of education - one email per week, completely free. The eBook is the premium companion: expanded content, embedded worksheets, and everything in one place.
The Bundle includes the eBook plus a separate PDF formatted specifically for 3-hole punching and a binder, with generous spacing for handwriting.
The eBook is an interactive PDF that works on any device.
No. This content is for educational purposes only and does not constitute financial, legal, or insurance advice. Consult a licensed professional for guidance specific to your situation.
Yes, we offer a refund policy. Please contact our support team for more details if you are not satisfied with your purchase.
This content is for educational purposes only and does not constitute financial, legal, or insurance advice. Consult a licensed professional for guidance specific to your situation.
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