
🚨 Why Families Call This a Lifeline
The Financial Rescue Plan™ isn’t another workbook.
It’s the system your family has been missing — one binder that turns chaos into clarity.
✅ Income, debt, savings, and insurance — organized.
✅ Wills, trusts, and critical documents — secured.
✅ Love, lessons, and legacy — written, not left unsaid.
👉 This isn’t paperwork.
It’s peace of mind in your hands — and clarity your family will thank you for when it matters most.

❓ If something happened today, would your family know where to begin?
Most families don’t.
They wait until a crisis hits — then scramble for passwords, bills, policies, and wishes while emotions are running high.
The Financial Rescue Plan™ ends that cycle.
✅ One system.
✅ One binder.
✅ Every answer your family will need — ready before they ask.
No chaos. No confusion. Just clarity.
📞 See how exposed your family really is.
👉 Email Lori@FinancialRescuePlan.com

🟢 Clarity in Crisis
No guessing. No digging through drawers. Your loved ones get answers — instantly.
🟢 Peace Under Pressure
Minutes of prep today save hours of panic tomorrow. Less chaos. More time together.
🟢 Legacy Secured
Your wishes, values, and assets honored the way you intended — not left to the courts.
💡 Clarity isn’t paperwork. It’s love in action.
The Blind Spots That Break Families
Here are the silent cracks we see destroy clarity again and again:
🔴 Lost Documents Wills, powers of attorney, insurance files — missing when they matter most. 65% of families waste weeks hunting papers while bills pile up and courts step in.
🔴 Silent Money Leaks Subscriptions no one uses. Accounts everyone forgets. Hundreds slip away every year — unnoticed until the bank balance is bleeding.
🔴 Password Lockout One missing login = total freeze. Bills unpaid. Assets untouchable. Accounts locked tight — right when your family needs them most.
💡 These aren’t “minor oversights.” They’re the cracks that shatter families — unless you close them now. good?
These aren’t “minor oversights.” They’re the cracks that shatter families — unless you close them now. good?
This isn’t just a binder. It’s the step-by-step rescue system your family will lean on when life turns upside down.
🟢 One Complete System
20+ guided sections to organize income, debt, insurance, digital access, and wishes — all in one place.
🟢 Built-In Review Tools
Simple checklists keep your plan alive and updated — no confusion, no guesswork.
🟢 Guided Support When You Need It
From quick consults to hands-on coaching, you’ll never be left figuring it out alone.
🟢 Legacy Letter Prompts
Say what matters most — your values, lessons, and love — so your family has clarity, not questions.
💡 Clarity isn’t paperwork. It’s peace of mind your family can count on.
You’ve worked hard to build a good life.
Now protect it — with a plan your family can trust.
🟢 Your Next Step
📩 Request Your Free Family Clarity Audit
A fast, eye-opening review that exposes the blind spots most families never see coming.
📞 Schedule Your Financial Rescue Plan™ Session
Together, we’ll close the gaps and lock in protection for what matters most.
💡 Walk away confident — organized, protected, and prepared for the people who rely on you.
👉 Most families leave this undone. You won’t — because this system makes sure of it.
We never sell your information. Ever. Go Beyond Tomorrow formerly Family Financial Management
We do not provide tax or legal advice — consult your licensed professionals.
Lori Friedman | Licensed Insurance Professional (CA Lic. #0L74732) | Licensed Real Estate Broker (CA DRE #01447342)
© 2025 Financial Rescue Plan™ — All Rights Reserved.
