Resources

Resources

Plain-English resources to help you build financial confidence — an investing glossary, a free Safety Protocols sheet and the Creating Overflow Waterfall diagram.

Investing Terms Explained

A plain-English glossary of the investing terms used across Creating Overflow — from asset and capital to DeFi and volatility.

View the glossary

Safety Protocols Sheet

A practical checklist of security steps to consider before you begin investing or open a new investment account.

Preview the sheet

The Waterfall Diagram

The Creating Overflow Waterfall — the framework in one picture.

View the diagram

The Waterfall

The Creating Overflow Waterfall is a simple visual representation of how I think about building income and capital over time.

Income can be directed into opportunities designed to create further income, while a Long Term Opportunity has a different purpose — to grow capital over time. When it matures, that increased capital may become available for further investment.

The waterfall represents the intended flow of the framework. It does not mean that every investment will produce income or increase in value.

Creating Overflow Waterfall

Get the Safety Protocols sheet

Before thinking about investments or returns, it is important to think about security.

Get Your Free Safety Protocols Sheet