Free Download · 73-Page PDF Checklist

Prepare Before Wealth Finds You

The 28 steps you must take before sudden wealth finds you.

Download this FREE 73-page checklist and learn the 28 practical steps that can help you prepare for major financial opportunities before they happen — asset protection, estate and trust planning, tax prep, identity and crypto security, and long-term wealth preservation.

  • Protect what you already have with the right banking and asset structure
  • Get your estate, trust, and tax planning in place — before you need them
  • Lock down your identity, devices, and crypto so a windfall doesn't make you a target
  • Build an annual review rhythm that keeps your wealth plan current
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The Wealth Event Playbook Checklist — free PDF cover by Rich Hall

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Inside The Checklist

What You'll Learn

A practical walkthrough of every area most people overlook until it's too late.

  • Asset Protection
  • Banking Setup
  • Estate Planning
  • Trust Planning
  • Tax Preparation
  • Identity Protection
  • Cybersecurity
  • Crypto Security
  • Wealth Preservation
  • Annual Wealth Reviews

Who It's For

Built for serious wealth builders

Whether your wealth lives in crypto, precious metals, a business, or a long-term portfolio, the same preparedness steps apply.

  • Cryptocurrency holders (Bitcoin, XRP, XLM, HBAR)
  • Precious metals investors
  • Business owners
  • Long-term wealth builders
  • Anyone serious about financial preparedness

After You Download

Keep Building Your Plan

The checklist is your starting point. These two books from Rich Hall pick up where it leaves off.

The Wealth Event Playbook — book cover by Rich Hall

Website Exclusive · Digital PDF · $29.99

The Wealth Event Playbook

The full 73-page book this checklist comes from. Instant download, lifetime access, secure Stripe checkout.

These Cheap Coins Could Make You Rich... But Time Is Short — book cover by Rich Hall

Available Now · Amazon

These Cheap Coins Could Make You Rich

A plain-English beginner's guide to low-cost cryptocurrency investing — perfect alongside the checklist.