Premium Resources
Premium Tools & Guides to Help You Simplify Money
Feel more Prepared, Organized, and Supported
Whether you’re preparing for the future, managing money after a loss, or helping a loved one through a transition, these tools are designed to support you. Each resource offers clear, step-by-step guidance — no financial jargon, no overwhelm — just practical help you can actually use.
Looking for more personalized support?
Join me as, together, we work to make informed decisions for the well-being of our aging parents!
Premium Resource
The End-of-Life Planning Workbook
The Complete Guide to Organizing, Preparing, and Navigating Life
Before and After Loss
Who it’s for: Families who want to feel prepared for all three stages of loss: before, during, and after
What it helps with: Creating peace of mind by organizing financial details, documents, wishes, and next steps — all in one place
Includes:
Checklists, prompts, and planning tools from all 3 free guides
Fill-in-the-blank worksheets for documents, logins, accounts, and legacy planning
Emotional space for journaling, storytelling, and writing to your loved one
Bonus section: How to create your own peaceful legacy
Printable and fillable format for ease of use
Guided by Julianne’s calm and supportive tone throughout
Legacy and Life Planning