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Build Your Financial Readiness Plan Before Life Happens

 

A practical system to help you organize your financial life, make confident decisions, and guide others when life happens.

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

Used by individuals, families, advisors and financial literacy advocates to prepare for real-life events.

When Life Happens, A Clear Plan Matters

Life’s biggest moments rarely arrive on schedule.

â—† A health event.

â—† A caregiving decision.

â—† A job transition.

â—† A family emergency.

In those moments, what matters most is having a clear plan.

The Financial Readiness Plan helps you organize key information, define roles, and move forward with confidence.

Start Your Financial Readiness Plan

Choose Your Starting Point

 

👉 Whether you are building your own Financial Readiness Plan

or supporting clients and your community take the next step on the journey to financial readiness. 

The Financial Readiness Quick Start Checklist (Free)

A quick way to where you stand and what to do next.

  • See where you stand.
  • Identify priorities
  • Create a clear starting point for conversations

Includes: 

  • The Financial Readiness Quick Start Checklist
  • The Get Ready Newsletter

Best for: 
Getting oriented, starting conversations and identifying what matters most

 

Get the Checklist

The Financial Readiness Plan ($39)

A structured system to: 

  • To organize a financial life in all key areas
  • Prepare for life’s what-ifs.
  • Clarify roles and responsibilities
  • Make confident informed decisions
  • Stay prepared as life changes
  • Guide clients and communities with a clear framework

 Includes:

  • The Financial Readiness Plan Template
  • Unclaimed Property Search Checklist
  • Stepping In Checklist
  • The Financial Readiness Quick Start Checklist
  • The Get Ready Newsletter 

Best for:
Building clarity, structure, and a plan you or your clients can rely on

👉 Designed for personal use and for guiding others when life happens

Start Your Plan

The Get Ready Library ($99)

Your complete financial readiness system to:

  • Go deeper across all areas of financial readiness
  • Strengthen decisions over time
  • Support client work and community conversations

 Includes: 

  • The Financial Readiness Plan
  • Digital Access to all of Tony Steuer's Books  (see below)
  • The Get Ready Toolkit (100+ worksheets to help organize and monitor your financial life)
  • Investment Policy Statement template
  • Unclaimed Property Search Checklist
  • Stepping In Checklist
  • The Financial Readiness Quick Start Checklist
  • The Get Ready Newsletter

Ideal for:

Professionals and individuals who want a complete, ongoing system

Access the Library & Start Your Plan

Included in the library - 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 individuals, families, advisors, and advocates prepare for life’s biggest what-ifs.

Together, these domains create a practical framework for organizing decisions, responsibilities, conversations, and next steps over time.

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

 

Designed for Individuals and Professionals

The Financial Readiness Plan is used by:

âś” Individuals and families to organize their financial life
âś” Professionals to guide conversations and support better decisions

âś” Advocates and educators to lead workshops and financial literacy programs

It provides a shared framework for thinking through real-life situations and preparing before they happen.

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 what-ifs.

Created by Tony Steuer, an internationally recognized financial literacy advocate, podcaster, author insurance expert, and consumer advocate, this framework 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 

Be Ready Before Life Happens

Build your Financial Readiness Plan and bring clarity, confidence, and peace of mind to the decisions that matter most.

Start Your Financial Readiness Plan