Free Resources
Free 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.
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Free Resources
Peaceful Planning: A Guide to Preparing for Loss
Who it’s for: Adult children or family members preparing for the inevitable decline of a loved one
What it helps with: Getting organized ahead of time to reduce stress later and honor your loved one’s wishes
Includes: A checklist and supportive guidance to help you prepare before goodbye
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The First 5 Days After Loss
Who it’s for: Anyone experiencing early grief and needing to know what to do first
What it helps with: Navigating the most urgent tasks after a loved one’s passing, one simple step at a time
Includes: A compassionate checklist of what to handle (and what can wait), so you’re not alone in the fog
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What Comes Next: The After-Loss Checklist
Who it’s for: Widows, adult children, or caregivers handling a loved one’s estate or financial matters
What it helps with: Staying organized and grounded through the weeks and months that follow a loss
Includes: Practical checklists for accounts, home tasks, estate matters, and settling what’s left behind
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Premium Resource (Coming Soon!)
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
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Looking for 1:1 Support?
These resources are a great place to start — but you don’t have to do this alone. If you’d like a financial guide to walk beside you, schedule a complimentary consultation and let’s talk about what you need.
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