Start Your Financial Readiness Plan
Create an in-case-of-emergency plan for the people who count on you, then revisit it as life changes.
Organize what matters, prepare trusted people, identify gaps, and begin important conversations. Designed for individuals, families, and the professionals who support them.
You’ll also receive the Get Ready Newsletter with ideas, conversations, practical questions, and trusted resources to help you prepare before life happens. You can unsubscribe at any time.
Designed for individuals, families and the advisors, educators, and advocates who support them.
Your Financial Readiness Plan is free.Â
Enter $0 to begin for free. You may also choose another amount as a one-time contribution to support the mission of helping one million people become financially ready before life happens.Â
What You’ll Get
- A practical framework across 10 areas of financial readiness
- Guided prompts to organize essential information and identify gaps
- A way to prepare the people who may need to step in
- Questions to guide family and professional conversations
- A living Plan you can revisit as responsibilities and circumstances change
Includes
- The Financial Readiness Plan
- Stepping In: What to Do When It Matters Most
- Unclaimed Property Search ChecklistÂ
- Get Ready newsletter with curated recommendations, podcast reflections, and practical questionsÂ
Want to use the Financial Readiness Plan with others?Â
Advisors, educators, and advocates are welcome to explore the Plan for their personal use for free. For client, employee, workshop, or community distribution, contact Tony about co-branded programs, licensing, and collaboration opportunities. (here).