Life Money Management

A Compassionate Path: From Peaceful Planning to Life 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