Free checklist · For new Dads (or those running it back)
5 things to set up before the due date, in order, with the 2 to do first if you run out of time. Free.
“Hindsight is 20/20. Fatherhood just makes you wait 2 years for it.”
What’s in it
The checklist names all 5 and puts them in order. Work down the line, and by the time you hit the bottom, the money side of fatherhood is running without you.
Start here
Your income is the engine behind everything else on this list, and 1 evening of paperwork keeps your family covered for 18 years of it. The checklist shows the gap most dads miss.
Same week
The question nobody wants to answer out loud, so most couples never do. Skip it and a court answers it for you. 1 decision, made once, and it stops hanging over the nursery.
Before the third trimester
A cash buffer sized to the leave-and-newborn income gap, kept separate from your emergency fund on purpose. A surprise bill in month 3 should be an inconvenience, not a card balance.
Any evening after that
The step every other list tells you to do first. We rank it lower on purpose, because it is the one that freezes dads into a month of research and 0 open accounts. The checklist says what to open, and when perfect stops mattering.
Before you forget you exist
The counterintuitive one, and the one guilt gets backwards. The best financial gift your kid gets at 25 is a dad who never needs their help. The checklist sets the minimum bar so funding theirs never quietly defunds yours.
Day 1
Plus the bonus: kids born between January 1, 2025 and December 31, 2028 qualify for a 1-time $1,000 federal deposit. The checklist names the account and the deadline.
The dads who feel ahead at kindergarten did 1 evening of paperwork in the newborn fog and never touched it again. The ones who feel behind kept meaning to.
Kid turns 2 · Done
Kid turns 2 · Still on the list
Future you will thank you (but still be tired)
1 evening of setup now, 18 years of compounding on autopilot. By kindergarten you will barely remember doing it, but the accounts will show it.

Get the checklist