Join Our Community and you will receive the “Master Financial and Estate Planning Binder” document!

This is a step-by-step guide to creating a 3-ring binder or a digital file that will make it easy for your loved ones if you become disabled or die. Likewise, if your spouse or partner becomes disabled or dies, your job will become much easier. The document walks you through gathering the needed information for each of the 10 sections in the binder, and it also provides a task list with important items that must be reviewed.

By providing your email address and joining our community, you will also receive a monthly newsletter (via email). The newsletter includes articles I have written and excerpts from my upcoming book, Becoming Enriched. I also invite your comments and suggestions for future articles and newsletter topics.

If you are a financial advisor, please feel free to share the “Master Financial and Estate Planning Binder” document with your clients. It is a valuable tool that will show the value you are providing, which far exceeds investment or retirement planning expertise.

If you are not a financial advisor, please share the “Master Financial and Estate Planning Binder” document with your family and friends.

You can unsubscribe to the newsletter at any time, and your email address is never shared with others.

If you provide your email address below, the “Master Financial and Estate Planning Binder” will be sent to your email address within 24 hours.

Thank you, and Welcome to Our Community!

​

​