Peace of Mind Checklist


Congratulations on putting in the time and energy to work on your relationship with finances as this will a relationship that will be with you till the end of time... and beyond.

To help set you up for success, here's a "Peace of Mind” mini-session and checklist, to guide you in having all necessary documents in place and organized.

When you're ready, use the button below to download your copy of the checklist, find a quiet place to work, and click "play" on the video above.

This activity can take anywhere from 1 hour to several depending on your starting point. Know yourself. Set a timer, create an award system when you check off 5 boxes, put on some inspirational music to bump you up.

If it is too much to do in one day, plan to have weekly meetings with yourself till all the items are checked off.

You got this. I believe in you!