Start Your Financial Readiness Plan

A simple system to help you get organized, prepare for life’s what-ifs, and guide meaningful conversations.

For individuals, families and the advisors, educators, and advocates who support them. 

What You’ll Get

• A framework across 10 key areas of financial readiness
• Guided prompts to clarify priorities and decisions
• A practical way to organize information and identify gaps
• A living plan you can revisit and update over time
• A shared structure for family, client, and community conversations

Includes the Get Ready newsletter with practical insights, podcast updates and readiness resources.

Includes

• The Financial Readiness Plan
• Stepping In: What to Do When It Matters Most
• Unclaimed Property Search Checklist 
• Get Ready Newsletter with insights, podcast updates, and recommendations

How to Start

• Start with the area that matters most right now
• Keep it simple and practical
• Even 10–15 minutes creates momentum

Professional Use Note

For advisor, educator, or workshop use and licensing, please contact Tony.