Death is weird to talk about.

Money is weird to talk about. Death and money together? Most people avoid it until they’re forced into it which is usually at the worst possible moment.

I’ve executed wills for people I love. I’ve sat with women who just lost their partner and had zero clue where the life insurance policy even was. As an Accredited Financial Counselor®, I’ve seen what happens when nobody talked about this stuff in advance and what happens when they did.

This isn’t morbid. It’s an act of love to have a real conversation about end of life and their preferences and dreams. The tactical side is that one conversation now saves your people a nightmare later.

Inside the guide below you’ll get the exact scripts you need to start the conversation with a partner, a parent, your kids, your best friend. The “When I Die” folder checklist which are the non-negotiable things you need to prepare or get from the people you love.

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I built a 7-figure net worth on my own, as a single woman, no trust fund, and no robbing a bank. I just asked a lot of questions and figured it out. This is everything I wish someone handed me.