The Recapture Map

From Ask Nobody by Joel Tilson · joeltilson.com/map · printed

One page, your numbers, about fifteen minutes. Fill it in as you read the book, or all at once. If you don't know a number, mark it uncertain and move on. Nothing here is estimated to look better than it is.

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Seed entry. One capital decision from the last two years

Leave this until the end

Readiness marks

What's sitting idle?
What must stay liquid?
What's coming in the next few years?
What's my horizon?
Who else is in this decision?
Am I willing to be underwritten if the design fits?

Objection Ledger

Include your spouse's question and your advisor's, even if they haven't asked yet.

Financing trace. Follow one payment

Boundaries. Three things that would make you reduce or decline

The Map

If you can't write it in one sentence yet, that's fine. Come back to it.

The number you're sure of, after everything. Be conservative. This is what a design gets built around.

Money sitting still

Total sitting still: $0

Reserves and obligations that never go in. Payroll cover, the personal reserve, anything spoken for.

Two piles, kept separate

Auto-filled from the two numbers above. Change it if you know better.

Existing financing

The real number off the statement, not a guess

Purpose Balance Actual rate Payment, per month Ends Remove

First intended use

When you'd want the money working differently. Retirement, a sale, an exit.

Open questions

Insurability note

General picture only. This isn't a medical form.

Decision Readiness

Bring this Map to the session. It's the whole agenda.

Book your strategy session

On a phone, choose Share or Save to Files in the print screen.