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 Build Your Financial Readiness Plan Before Life Happens

 

A practical system to help individuals, families, and professionals organize what matters, ask better questions, make values-aligned decisions and prepare for life’s financial what-ifs before they happen.

Start Your Financial Readiness Plan (see what's included)

Designed for individuals, families, professionals, educators, and advocates who want to become financially ready before life happens.

When Life Happens, Readiness Matters 

 

Life’s biggest moments rarely arrive on schedule.

◆ A health event

◆ A caregiving decision

◆ A job transition

◆ A family emergency

◆ A major financial decision

In those moments, clarity matters. The Financial Readiness Plan helps you organize what matters, identify key questions, clarify roles, and move forward with confidence before decisions become urgent.

Start Your Financial Readiness Plan

Choose Your Starting Point

 

👉 Whether you’re building your own Financial Readiness Plan or helping others prepare before life happens, choose the starting point that fits where you are today.

Join the Get Ready Movement (Free)

Get the free Get Ready newsletter with curated recommendations, podcast reflections, practical questions, and the Financial Readiness Quick Start Checklist.

Use it to:

  • See where you stand
  • Identify open questions
  • Start meaningful conversations
  • Take the first step toward financial readiness

Includes:

  • Financial Readiness Quick Start Checklist
  • Get Ready Newsletter
  • Curated recommendations
  • Podcast reflections and practical questions 
Join the Get Ready Movement

The Financial Readiness Plan ($39)

A practical framework to help you move from insight to action, organize what matters, and prepare before life happens.

Use it to:

  • Organize what matters across key areas
  • Prepare for life’s financial what-ifs
  • Clarify roles and responsibilities
  • Guide meaningful conversations
  • Make confident, values-aligned decisions
  • Stay prepared as life changes

Includes:

  • Financial Readiness Quick Start Checklist
  • Financial Readiness Plan
  • Stepping In Checklist: What to Do When It Matters Most
  • Unclaimed Property Search Checklist
  • Get Ready Newsletter

 👉 Designed for personal use and for helping others prepare before life happens.

Start Your Financial Readiness Plan

The Get Ready Library ($99)

Full access to Tony’s books, tools, worksheets, guides, and financial readiness resources to help you build and sustain your plan over time.

Use it to: 

  • Go deeper across key areas of financial readiness
  • Support family, client, or community conversations
  • Access tools and references in one place
  • Strengthen decisions over time

Includes: 

  • Financial Readiness Plan
  • Financial Readiness Quick Start Checklist
  • Stepping In Checklist
  • Unclaimed Property Search Checklist
  • Digital access to Tony Steuer’s books
  • The Get Ready Toolkit
  • Insurance Annual Review Guides

 •  • Get Ready Newsletter

Access the Library & Start Your Plan

Included in the Get Ready Library: Digital access to Tony Steuer’s books:

 

  • The Get Ready Blueprint: A 52 Week Guide to Changing the Way You Think About Money
  • Get Ready: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit
  • Questions and Answers on Life Insurance
  • Insurance Made Easy
  • The Questions and Answers on Life Insurance Workbook
  • The Questions and Answers on Disability Insurance Workbook
  • The Questions and Answers on Insurance Planner

The 10 Domains of Financial Readiness

The Financial Readiness Plan is organized around 10 core domains that help you organize what matters, guide conversations, and prepare for life’s financial what-ifs.

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

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

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

 

Designed for Individuals, Families, and Professionals 

 

The Financial Readiness Plan can be used by: 

  • Individuals and families to organize what matters and prepare before life happens.
  • Professionals to guide client conversations and support better decisions.
  • Advocates and educators to lead workshops, discussions, and financial readiness programs.

It provides a shared framework for thinking through real-life situations before decisions become urgent.

Grounded In Real-World Experience

The Financial Readiness Plan is built on decades of experience helping individuals, families, and professionals prepare for life’s biggest financial what-ifs.

Created by Tony Steuer, Financial Readiness Advocate, award-winning author, insurance expert, and consumer advocate, this system brings together practical planning, financial fluency, and human-centered decision-making.

Tony’s work includes:

✔ 30+ years of direct client and consumer advocacy experience and supporting financial advisors, litigation attorneys, trust officers and non-profits. 
âś” 5 Excellence in Financial Literacy Education Awards
âś” Served on the California Department of Insurance Curriculum Board
âś” 300+ media features and expert contributions
✔ Global podcast audience through Get Ready: Before Life Happens 

Become Financially Ready Before Life Happens

 Build your Financial Readiness Plan and create a practical system to organize what matters, ask better questions, and make confident, values-aligned decisions when it matters most.

Start Your Financial Readiness Plan