MOST POPULAR ||
Over 200 people served! ||
MOST POPULAR || Over 200 people served! ||
Formerly known as the “Have-a-Plan Workshop”
WHAT CAN YOU EXPECT ?
ONE
lifetime access to the content and lessons
TWO
A step-by-step process to get the basic financial things you need to do DONE!
THREE
You will get connected with free resources I use myself
FOUR
You will leave with all the basic documents you, as an adult, need to have done for your family.
Is this workshop for you?
Is this workshop for you?
WHAT DO I NEED TO KNOW IN ORDER TO SUCCESSFULLY COMPLETE THIS WORKSHOP?A printer, or a way to print (use your mom's?) is the biggest need, everything else is things you should be able to find around your home or for very cheap at a dollar store.
ARE THE FREE RESOURCES YOU USE LEGALLY BINDING IN A COURT OF LAW?Only if you follow all the instructions. They need to be signed and notarized. but yes, all the legal jargon is there.
I DON'T HAVE A SPOUSE OR KIDS - IS THIS SOMETHING I NEED TO DO?Yes! Absolutely. Start thinking now about a person you would trust to know all the important information in your life - and have a conversation with them about being your “on deck” person in case life throws a curveball
Preparation Package
WHAT YOU NEED TO HAVE SET UP
(BEFORE IT'S TOO LATE TO DO IT!)
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Set up the Plan!
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Start Here
The first thing we need to talk about begins here…
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Important Organization
Because if you can’t find what you’re looking for…
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Accounts & Passwords
Who should know them, and can they access them?
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Life Insurance
I don't know about you, but this subject brings a lot of thoughts to my mind…
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Power of Attorney
This may be the most useful document to have - even if trouble never comes your way.
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Write a Will
There's one specific thing that caused me to get this done…
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DO YOU FEEL …
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Unsure about what needs to be done and how to do it?
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Lost when looking for resources to help you know WHAT to do and HOW to do it?
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Unclear about how to create a Will or establish Power of Attorney?
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Unable to accomplish the basic tasks of preparation because of lawyer fees?
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Like you could use someone to guide you to ways you can do it all -without breaking the bank?
