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Life Money Management

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If you don’t see it soon, feel free to reach out to us at julianne@lifemoneymanagement.com— we’ll make sure you get it.

Premium Resource Now Available!

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

A Compassionate Path: From Peaceful Planning to Life After Loss

The Complete Guide to Organizing, Preparing, and Navigating Life Before and After Loss

$29.00

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.