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Get Ready Movement

Join the Get Ready Money Club: 

What you'll get:

  • The Get Ready newsletter includes weekly action items, dates and recommendations to organize and monitor all areas of your financial life. You’ll also notifications for new episodes of The Get Ready Money Podcast.

  • The Get Ready Discussion Guide: Guided monthly money conversations for your family, clients and friends.

  • Get Ready Essential worksheets including Cash Flow Analysis & Budget, Net Worth Statement, Health Insurance & Health Care Costs, Investment Policy Statement and Unclaimed Property Search Checklist.

Ready to change the way you think about money?