Client Resources

In Case You Get Hit By A Bus

In Case You Get Hit By A Bus Book The founders of Everplans have put together this concise resource which we feel would be so helpful to many of us. Here is a quote from their website:

“In Case You Get Hit By A Bus will help even the most disorganized among us take control of our on- and off-line details so our loved ones won't have to scramble later. Breaking the task down into three levels, from the most urgent (like granting access to passwords), to the technical (creating a manual for the systems in your home), to the nostalgic (assembling a living memory), this clear, step-by-step program not only removes the anxiety and stress from getting your life in order, it's actually liberating.”

...and can’t we all use a little of that!

The Financial Planning Workbook

The Financial Planning Workbook Book