The FOLDS Method by Graham Maxwell — Module 1: Finance

Everything your family would need to find, in one place, before they need it.

By Graham Maxwell.

You're the one who knows where everything is. The accounts, the passwords, the insurance policy, the person to call. It works, right up until it doesn't.

The FOLDS Method is a guided system for organizing your financial life so it's not locked in your head alone. This Finance module walks you through exactly what to record, where to keep it, and how to hand it off, so if the unexpected ever happens, your family has clarity instead of confusion.

What's included:

A complete guidebook (10 chapters plus a bonus 90 minute quick start) covering assets and titling, cash flow, accounts, documents and taxes, digital access, and secure storage
A working spreadsheet module to build your own organized binder, chapter by chapter
A plain English framework for organizing what you own, what moves, what's owed, and who steps in

Why it's different:
Most estate checklists just ask what you have. This asks whether someone else could find it, understand it, and act on it without you. No legal jargon, no confusing templates, just a clear, practical map built from real experience.

This is not a will, and it doesn't replace legal or financial advice. It's the organizational layer underneath all of that, the part almost no one writes down.

Instant digital download. Get organized on your own time, at your own pace.

Future modules are planned as additional standalone downloads, sold separately as The FOLDS Method expands.

More from Graham Maxwell

Graham Maxwell is also the author of two 90 day daily journals for entrepreneurs, available on Amazon.

Rise & Refine: A 90-Day Journal for Momentum and Confidence, for men. View on Amazon
Empowering Women Entrepreneurs, a 90 day journal for women. View on Amazon

Disclaimer and Terms of Use

For educational and informational purposes only. The information provided in The FOLDS Method, including all text, templates, worksheets, and related materials, is intended solely for general educational and organizational purposes.

Not professional advice. The author, Graham Maxwell, is not engaged in rendering legal, tax, accounting, financial, or other professional services. The contents do not constitute legal, financial, or tax advice, nor should they be used as a substitute for consultation with qualified legal, tax, or financial advisors.

Seek professional guidance. Estate planning, tax laws, and financial regulations vary significantly by jurisdiction and are subject to frequent changes. Readers are strongly advised to consult with a licensed attorney, certified financial planner, or certified public accountant regarding their specific situation before making any legal or financial decisions.

No guarantee of results or legal validity. While every effort has been made to ensure the accuracy and completeness of the information contained herein, the author assumes no responsibility for errors, omissions, or contrary interpretations of the subject matter. Organizing information using the methods outlined here does not create a legally binding estate plan, will, or power of attorney on its own.

Limitation of liability. By using this product, you agree that Graham Maxwell shall not be held liable or responsible for any loss, damage, or legal dispute arising directly or indirectly from the use, application, or interpretation of the information, tools, or concepts presented.

Data security notice. Readers are solely responsible for safely securing, storing, and protecting any sensitive personal, medical, or financial information recorded as a result of using this product, whether in physical or digital formats.

Digital downloads are non-refundable once accessed. Copyright 2026 Graham Maxwell. All rights reserved.