Financial Bridge Lesson — Transition Planning Workbook

What it does

• Runway calculator — students enter savings and monthly expenses to see how many months of runway they have
• Honest expense audit table — a tidy editable table that separates fixed, variable, and 'cuttable' costs
• Bridge milestones — visual targets (e.g. three-month buffer, six-month buffer, one-year buffer) with what each unlocks
• Income-bridge ideas — a card row of common bridge tactics (side income, severance, partner support, equity, etc.)
• Contingency plan block — a short worksheet for naming the 'plan B' if numbers don't work out as expected
• Action commitment close — a closing card where students name their first three financial moves and a check-in date

Best use cases

• Career and professional coaching — building a runway for a job change or pivot
• Entrepreneurship and business — planning the financial bridge to leave a job and launch
• Life-transition coaching — relocations, divorces, sabbaticals, family planning
• Personal finance and FIRE — planning a partial-retirement or coast-FI transition
• Creative careers — funding the gap before a creative business or freelance practice generates stable income

What you can change with your DNA

When you run this through the remix skill, your CCOS DNA — brand, voice, audience — drives these decisions automatically:

• Colors — slots for page background, calculator surface, milestone-meter fill, table accents, and the action-commitment block; choose a calm, trustworthy palette
• Fonts — a confident display font for headings and big runway numbers, and a clean body font for the tables and commitment text
• Copy — calculator labels, expense-audit categories, milestone descriptions, income-bridge card text, contingency-plan prompts, and the closing commitment
• Images — small icons for expense categories and income-bridge tactics, and any reassurance imagery in the hero
• Behavior — toggle whether the calculator saves results, whether students can export their plan as a PDF, and whether the milestones animate as numbers update