Start Your Financial Readiness Plan
Create an in-case-of-emergency plan for the people who count on you which you can revisit as life changes.
Organize important information and documents, prepare trusted people, identify gaps, and begin essential conversations.
Designed for individuals and families, as well as the advisors, educators, and advocates who support them.
Your free Financial Readiness Plan also includes access to the Get Ready Newsletter with practical questions, podcast insights, trusted resources, and financial readiness tools.
Your Financial Readiness Plan is free.Â
Choose $0 to begin for free or enter another amount as a one-time contribution to support the mission of helping one million people create their in-case-of-emergency plan.
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 life changes
Includes
- Financial Readiness Plan
- Stepping In Checklist: What to Do
- Unclaimed Property Search ChecklistÂ
- Get Ready newsletter subscription
Want to use the Financial Readiness Plan with others?Â
Advisors, educators, and advocates are welcome to explore the Plan for personal use for free. For client, employee, workshop, or community distribution, contact Tony about co-branded programs, licensing, and collaboration opportunities. (here).