Welcome

“Every family has blind spots — I’ve been closing them for over 20 years. Here are the most common ones I hear, answered with clarity and honesty. If your question isn’t here, ask me directly — I’ll get you the answer you need.”

❓ 1. If I already have a Will and Life Insurance, do I still need this?

✅ Yes. A Will and insurance are only two pieces of the puzzle. Families still face chaos when no one knows where documents are, what accounts exist, or how to access them. The Financial Rescue Plan™ ties everything together — one system, one place, zero confusion.

❓ 2. How is this different from a budgeting app or a DIY binder?

✅ Apps track spending. Binders store paper. Neither gives you a complete, guided system that organizes money, documents, and legacy in a way your family can actually use in a crisis. The Financial Rescue Plan™ is built on 20+ years of hands-on experience — clarity proven in real families’ lives.

❓ 3. How long will it take me to complete?

✅ Most families finish their first version in 30–60 days. But it’s about progress, not perfection. Even completing one section today puts you ahead of 90% of households. Built-in review tools make it easy to keep updated year after year.

❓ 4. Is this legal or financial advice?

✅ No. The Financial Rescue Plan™ is an educational and organizational system. It doesn’t replace your attorney, CPA, or advisor — it makes their work faster, clearer, and more effective. Think of it as the playbook that keeps everyone aligned.

❓ 5. What if my finances are a mess?

✅ Then this was made for you. Most families who start feel “behind” — with scattered accounts, debt, or missing paperwork. The Financial Rescue Plan™ is designed for real life, not perfection. Step by step, you’ll move from overwhelm to clarity.

👉 Don’t see your question here? Drop me a line — I’ll make sure you get the clarity you need.