The Plan You Thought You Already Had

Discover how the Financial Rescue Plan™ becomes your financial lifeline — not just a workbook, but the system your money’s been missing.

It walks you step-by-step through organizing your income, debt, savings, important documents, and legacy — one page at a time.

This isn’t fluff. It’s peace of mind in a binder.
And for most families, it’s the first time everything finally makes sense.

Most families wait until something happens to get their finances in order.
They're left scrambling for passwords, bills, policies, and final wishes — while emotions are high.

The Financial Rescue Plan™ gives you one simple system to organize, protect, and secure everything your loved ones need — before they ever have to ask.

No more chaos. No more confusion.

Just one clear binder with all the right answers.

📞 Want to see how exposed your family really is?
Email us for your free 5-Minute Cash Rescue Checklist

— a quick, eye-opening reality check.

👉 Lori@FinancialRescuePlan.com

Three Quick Reasons This Plan Works for Your Family:

🟢 End the Guesswork
When crisis hits, your loved ones won’t be left digging through drawers or guessing your wishes.
They’ll know exactly what to do — no scrambling for files or passwords.

🟢 Save Time & Stress
A few minutes now can save your family hours of panic later.
Less chaos. More peace. And more time spent where it matters — together.

🟢 Protect Your Legacy
Make sure your values, wishes, and hard-earned assets are handled the way you intended — not the way the system decides.

💡 Because clarity isn’t just a gift for you — it’s a gift for everyone you love. 

Even high-functioning families miss simple things that cause chaos later.

Here are the top blind spots we see again and again:

🔴 Lost Documents
Over 65% of loved ones spend hours searching for missing wills, powers of attorney, or insurance files — when every minute counts.

🔴 Subscription Overload
Most families have dozens of unused subscriptions quietly draining hundreds of dollars a year — and no one notices until it's too late.

🔴 Password Panic
Without a central login vault, something as simple as accessing an account can freeze everything — especially in a crisis.

💡 These may seem small — until they cost your family time, money, and peace of mind.

Everything you need to take control — and finally feel prepared.    This isn’t just a binder. It’s the step-by-step system your family needs when life gets messy. 

✅ Comprehensive Workbook
20+ guided sections to organize your income, debts, insurance, digital assets, and personal wishes — all in one place.

✅ Annual Review Tools
Easy checklists and reminders to keep your plan up-to-date, year after year — no guesswork.

✅ Expert Support Options
Start with a free 30-minute consult, then choose your path: 1-on-1 coaching, group sessions, or digital guidance.

✅ Legacy Letter Templates
Simple prompts to help you share your values, stories, and final messages — so your loved ones feel guided, not lost.

💡  It’s everything you need to finally feel clear, organized, and protected — for yourself and for the people who count on you.