GET READY! Tookit

Here’s what’s in the GET READY! Toolkit:

Every section of GET READY! has a set of tables and worksheets that you can complete to create your financial first aid kit.  After signing up for the GET READY! Toolkit, you will be redirected to the GET READY! Toolkit dashboard where you can download fillable PDF’s of all the tables and worksheets from GET READY! covering all areas of your financial life:

  • Creating Your Financial First Aid Kit
  • Listing Your Assets
  • Organizing Your Retirement Plans
  • Listing Your home and Real Estate/Real Property
  • Compiling Your Income (Earnings)
  • Organizing Your Debts, Personal Loans, Living Expenses and Taxes
  • Assembling Your Insurance Portfolio
  • Estate Planning
  • Evaluating Your Financial Readiness
  • Staying Ready
  • Stepping In

Bonus resource:

  • Insurance Annual Review Guides

You will also be added to the GET READY! Newsletter which is a periodic look at ways that you can stay financially prepared. You’ll receive tips and resources to help you #getready and #stayready.

Get Instant Access to the GET READY! Toolkit.

Enter your name and email address to access all 100+ GET READY! Fillable tables:


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To get the most out of this toolkit, pick up your copy of GET READY! first, then enter your email below and you’ll get access to all of the fillable worksheets and more!