Created for individuals, families, professionals, educators, and advocates who want to prepare before life happens.

When Life Happens, Readiness Matters 

Life can change quickly.

A health event, caregiving decision, job transition, family emergency, or major financial choice can suddenly require information, conversations, and action.

The Financial Readiness Plan helps you prepare ahead of time. Use it to:

• Organize important information
• Identify useful questions
• Clarify roles and responsibilities
• Prepare for important conversations
• Make thoughtful, values-aligned decisions

Start where you are. Focus on what matters today. Build your Plan over time.

Start Your Free Financial Readiness Plan (includes):

Your free Financial Readiness Plan includes:

✔  The complete Financial Readiness Plan

✔  Financial Readiness Quick Start Checklist

✔  Stepping In Checklist: What to Do When It Matters Most

✔  Unclaimed Property Search Checklist

✔  Get Ready Newsletter

The Plan gives you a place to gather your thinking, record important information, and identify your next steps.

👉 Designed for personal use and professional conversations

The 10 Domains of Financial Readiness

The Financial Readiness Plan is organized around 10 domains that give you a broader view of the people, information, decisions, and transitions that shape your financial life.

✅ 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

Start with one domain. Build clarity one step at a time. 

The Financial Readiness Plan is a structured framework template to help you begin. 

Designed for Individuals, Families, and Professionals 

The Financial Readiness Plan can be used by: 

• Individuals: Organize the areas of your financial life that matter most and choose your next steps.

• Families: Prepare for shared responsibilities, family conversations, and future decisions.

• Professionals: Use a broader framework to support thoughtful client conversations.

• Educators and Advocates: Introduce financial readiness through community conversations and educational programs.

  It provides a shared framework for thinking through real-life situations before decisions become urgent. How you use it is personal.

Why I Created the Financial Readiness Plan and why it’s free

Throughout my career, I’ve seen people face important financial decisions while under pressure and with little time to sort through their options.

Sometimes it was a question about life insurance. Sometimes a family member needed to step in. Sometimes life had changed and the important information was scattered in several places.

Those experiences reinforced something I’ve believed for a long time: the best time to ask questions, organize information, and have important conversations is before a decision becomes urgent.

The Financial Readiness Plan grew from that idea. It is the guide I want people to have before life happens. My goal is to help one million people get ready before life happens.

The best defense is asking better questions.