The Family Readiness Guide
A free 32-page guide covering the money, documents, and conversations every household should have in place before they are urgently needed.
What is inside:
- The emergency fund ladder: how to get from nothing to $500, then $1,000, then one month of essentials.
- A checklist of the five documents every family should have, what each one does, and what happens without it.
- A beneficiary audit worksheet, because those designations override your will and are frequently out of date.
- Scripts for opening the money conversation with aging parents without it landing as an accusation.
- A childcare cost comparison sheet that captures closure days, fees, and tax treatment, not just the weekly rate.
Tell us where to send it and the download link arrives by email. You can also read the same material for free in our articles section.