Life’s Fragile. Planning Doesn’t Have to Be.
For individuals and families facing life’s fragile moments—a free tool to help you take the first, most important steps.
Moments like this make you think ahead.
When someone gets sick, when you’re caregiving, when you’ve just had a scare—or even just a quiet moment of clarity—you realize: “I don’t want to leave behind a mess.”
This worksheet was designed for that moment. Not to solve everything. Just to help you take the first step toward peace of mind.
Download the Free Worksheet
Protect the people who count on you with one quiet act of care. Just share your email to get it instantly.
Be sure to check your junk mail just in case!
What You’ll Get (and Why It Works)
The 15-Minute Family Safeguard
Clarify who depends on you
And understand what they'd truly need if you weren't there.
Spot the gaps that matter
Quickly identify the financial and practical holes in your plan.
Take meaningful action today
Complete 1–2 small steps that have a huge impact.
This is for you, if you are...
You don’t need to have your whole life figured out. You just need a place to begin.
Parents with dependents
Helping aging parents
Navigating transitions
A business owner
Thinking "It's time"
Want to Talk It Through?
Some people like to walk through the worksheet with someone they trust. Book a no-obligation call with us to ask questions and explore your next steps.