Financial Readiness Strategy Session

When This Helps: 

Book a session when you want help turning a real question, decision, or transition into a clearer next step.

Good fit if you want to:

• Start or review your Financial Readiness Plan
• Identify which area needs attention first
• Prepare for a life transition or family conversation
• Organize scattered concerns into a practical plan
• Think through insurance, care, legacy, or risk protection questions
• Apply the framework with clients, families, or communities

Best for

Individuals, families, advisors, educators, advocates, and professionals who want a practical way to prepare before life happens.

Choose the Area That Matters Most 

The session is organized around the 10 domains of the Financial Readiness Plan. You do not need to know where to begin. Bring the issue that feels most important, and we’ll use the framework to create clarity.

10 Domains

• Stepping In Plan
• Personal Mission & Decision Compass
• Life & Care Plan
• Your Support Team
• Risk Protection Plan
• Estate & Final Wishes
• Property, Assets & Digital Life
• Financial Sustainability & Independence
• Philanthropy & Impact
• Transitions, Work & Next Chapters

Note

Insurance questions usually fit under the Risk Protection Plan, and we can connect them to the broader readiness picture.

How It Works

Book

Choose a 60 minute zoom time through Calendly

Share your focus

Complete a short intake before we meet

Clarify your next step

We’ll use the Financial Readiness Plan framework to organize the conversation. 

Keep momentum

Review and implement key takeaways and action items.

Hi, I'm Tony

I’m Tony Steuer, a Financial Readiness Advocate, award-winning author, and host of the Get Ready: Before Life Happens podcast.

For close to 40 years, I’ve worked at the intersection of insurance, consumer advocacy, and financial education. And, for more than 30 years, I worked as a fee-based life insurance consultant, primarily alongside financial planners, advisors, attorneys, trust officers, families, and professionals

I’ve seen how easily people can be pressured into decisions before they have clarity. That’s why I believe the best defense is asking better questions.

My work helps people and professionals become financially ready before life happens, so they can think clearly, make confident, values-aligned decisions, and help others do the same.