Financial Planning
Financial planning isn’t about how much you have — it’s about making sure your family knows what exists, where it’s located, and who can help.
You can start with simple information and add details over time.
Why Families Struggle Without Financial Clarity
After a death or medical emergency, families often spend weeks trying to locate accounts, insurance policies, and advisors — all while under stress.
Financial planning here focuses on organization and awareness, not budgets or investment strategies.
What Financial Planning Covers
This section helps you organize the information your family will need — without requiring balances, passwords, or sensitive details.
Accounts & Assets
A high-level snapshot of bank accounts, retirement plans, investments, real estate, and business interests — focusing on where, not how much.
Learn more →
Insurance
Life insurance, final expense coverage, and other policies your family may need to access.
Learn about Life Insurance →
Beneficiaries
Understanding who receives what — and why beneficiary designations matter more than many people realize.
Why Beneficiaries Matter →
Advisors & Contacts
Contact information for financial advisors, insurance agents, and CPAs your family may need to call.
Find Financial Professionals →
Financial Planning Is
- About clarity, not complexity
- Focused on helping your family
- A way to organize key information
- Something you can update anytime
Financial Planning Is Not
- Investment advice
- Tax advice
- A budgeting tool
- A requirement to work with any professional
How Financial Planning Fits Into My Wishes
Financial planning is one part of the My Wishes package. It works alongside your legal documents, funeral preferences, and personal wishes to give your family a clearer picture when it matters most.
- Financial Planning → where things are
- Legal Planning → who has authority
- My Wishes → what should happen
When Professional Guidance Helps
Many people handle basic organization on their own. Others choose to speak with a professional when things feel complicated or uncertain.
- Multiple accounts or policies
- Recent life changes
- Unsure about beneficiaries
- Wanting a second set of eyes
Optional. No obligation.
Start With What You Know
You don’t need to have everything figured out. Even a simple financial snapshot can make a meaningful difference for the people you care about.