Navigating Life’s Transitions
with Independence, Organization, and Confidence
for the Now, the What If, and the When
If something were to happen to you or your spouse, if you were incapacitated or experienced memory loss, could a family member step in and seamlessly support you and manage your personal and financial affairs?
If you answered no, then it's time you created a customized Life Transition Binder.
It's a place where information from all areas of your life is organized. This customized binder is the greatest gift that you can leave your family so they can support you in a crisis or time of need. In addition, this incredible resource brings you peace of mind.
The information that you incorporate in these binders is broken down into eight sections:
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Personal and Family details
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Property
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Financial
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Investments
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Insurance
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Medical
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Service Providers/Bill Payment
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Other
While I work with client’s one-on-one to create a customized binder that incorporates all these important details, you can also take an in-person or on-line course to learn what should go in your binder and then create it. Or you can simply purchase the binder and fill in the details yourself.
Your Life Transition Binder is your resource for now and for the future.
While we can postpone this planning, we shouldn't. It’s never too early to get these details together, no one knows what the future holds for us. It is so important to be proactive and organize all these details so a family member can assist you when you need help. Don't delay creating one of the greatest gifts you can give to yourself and your family!
Take control, act now so your loved ones have the information they need in the event of an emergency. This will give you and your loved ones peace of mind.
Take a class, download a template, or let me help you gather, organize, and consolidate the important information in a confidential and secure way.