Are You Prepared?

Are You Prepared?

Are You Prepared?

Disasters, personal or natural, are unpredictable and devastating. From floods and fires to hurricanes and earthquakes – or a divorce or an illness – your life can change in an instant. The good news is there are steps you can take today to assure that you are protected from compounding a difficult life event with a financial crisis.

Since I am a financial planner, my mind always goes to the money side of things. While nothing in my bag of tools is able to prevent awful events, I want to tell you about specific actions to safeguard your future.

Rule number one: Don’t put your financial security in the hands of someone else! You need to take charge. I’ve devised an easy-to-follow checklist to help you cover the essential categories of financial information, to make sure you know what you have, where it is, and how to access it in the event of a crisis. Let’s call it the “Four W Prep Formula”.

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