Resources

Resources for real-life financial decisions

Financial information is easier to find than ever, but understanding what is accurate, relevant, and appropriate for your circumstances remains challenging. These complimentary resources help you organize information, identify questions, and prepare for workshops, coaching sessions, and professional conversations.

Starter resources

Four downloads to begin with

No account numbers, passwords, or Social Security numbers are requested anywhere in these worksheets.

Financial Life Organizer Checklist

Gather the basic information needed for clearer financial conversations, without recording sensitive account details.

Retirement Readiness Snapshot

Review retirement income, spending, health care, taxes, longevity, family responsibilities, stability, and growth.

Estate Planning Preparation Checklist

Organize documents, beneficiary designations, asset information, and questions before meeting an estate-planning professional.

Caregiving Financial Preparedness Checklist

Identify the financial, legal, family, and practical issues involved in supporting aging parents or multiple generations.

More resources coming soon

We are developing additional worksheets, comparison guides, workshop handouts, and educational tools covering Social Security, IRMAA, Roth conversions, guaranteed income, long-term care, small-business planning, and major life transitions.

Join an upcoming Zoom session or subscribe for updates when new resources become available. For estate planning resources, visit myestateplanmadeeasy.com.

How to use these

Bring a completed checklist to a workshop, a group coaching session, or a consultation. Estimates are fine. The purpose is organization, not precision, and a partly completed worksheet is far more useful than none.