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Money Checklist Bundles for Every Stage of Life

Wherever you are in life, Mind, Money, Motion has a Money Checklist Bundle tailored just for you. With over 30 estate and financial planning checklists, these resources will help you navigate unexpected events and plan for a secure future. Whether you’re starting out, facing transitions, or preparing for retirement, our bundles provide practical guidance to stay ahead.
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Everyone: The Money Checklist Bundle for Every Stage of Life

Are you and your family financially prepared for an unexpected life event? With the Everyone Bundle, you can put your financial house in order now, so you and your loved ones have LESS WORRY, MORE LIFE later. This comprehensive bundle is designed to help with estate planning and other financial situations that arise throughout life.

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Suddenly Single Course and Bundle

Life can unexpectedly change, and finding yourself suddenly single can be one of the most challenging transitions. The Suddenly Single Course Bundle is designed to empower you with the knowledge and resources you need to navigate this chapter confidently. This bundle includes video course sessions like Before and After Loss planning as well as helpful checklists that guide you through financial updates.

SUDDENLY SINGLE

Retirees Bundle

Whether you’re nearing retirement or have already transitioned, the Retirees Bundle is designed to help you make smart financial decisions for a fulfilling retirement. This bundle includes a comprehensive set of checklists and money tools, such as a Before and After Retirement Checklist, Bill Paying Checklist, and Retirement Plan Rollover Considerations Checklist, ensuring you have everything in place to manage your finances, health, and legacy with confidence.
Retirees BUNDLE

Empty Nesters Bundle

When your kids leave home, it can feel like a new phase of life – both emotionally and financially. The Empty Nesters Bundle helps you adjust to your new financial reality with resources focused on your future and planning for the next chapter of life. Ensure you’re making the most of this exciting time!

EMPTY NESTERS BUNDLE

Parents Bundle

Being a parent is life-changing, and new financial responsibilities come with a new addition to the family. This bundle includes essential checklists like the Before and After Having a Child Checklist, Estate Plan Outline, and Life Insurance Needs Worksheet, along with helpful tools such as the Financial Checkup Quiz and New Parents Checklist. With these resources, you’ll be equipped to manage your finances, plan for the future, and confidently navigate the exciting journey of parenthood.

PARENTS BUNDLE

Marriage Bundle

Getting married or entering a long-term partnership is a significant step, both emotionally and financially. This bundle includes checklists and resources like the Before and After Marriage Checklist, Autopilot Your Finances Checklist, and Choosing a POA Checklist, helping you and your partner make informed decisions about your finances, estate planning, and long-term goals. With these tools, you’ll build a strong financial foundation and enjoy a smoother journey through life together.
Marriage Bundle

Single Adults Bundle

Living on your own as a single adult comes with distinct financial considerations. This bundle includes checklists, financial tools, and principles to help you make smart money decisions in your life. With resources like the Before and After Post-Secondary School Checklist, Autopilot Your Finances Checklist, and Financial Checkup Quiz, you’ll gain the knowledge and tools needed to manage your finances, plan for the future, and stay on track with your financial goals.
Adults BUNDLE

Youth Bundle

Are you a student or a parent of a student living at home? Start making smart financial decisions now to avoid money surprises later in life. This bundle includes 10 checklists and money tools, including the Before and After High School Graduation Checklist, Before and After Post-Secondary School Checklist, and Bill Paying Checklist. These resources will guide you in making healthy financial decisions as you navigate this important stage of life, ensuring you’re prepared for the future with confidence.
Youth BUNDLE

Everyone Bundle

No matter where you are in life, the Everyone Bundle covers a comprehensive range of checklists for every stage. This bundle includes 27 checklists and money tools, such as the My Networth Overview, Estate Plan and Gift Outline Checklist, and Writing a Will Worksheet, to ensure you’re prepared for life’s big moments. These resources will help you plan ahead, protect your assets, and make informed decisions, providing peace of mind for you and your family.
everyone BUNDLE

Where Are You on Your Financial Journey? We have a blueprint just for you!

From newlyweds to retirees, get your financial house in order no matter what stage you are in. Come on in!

Explore our curated Money Checklist Bundles to tackle life’s milestones with confidence:

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Experience LESS WORRY and MORE LIFE Around Your Money

With practical resources, expert guidance, and actionable strategies, you can confidently organize your financial life. Start your journey today with:

Checklist Bundles for Every Stage of Life

Comprehensive, easy-to-follow guides and tools tailored to your current phase of life.

Resources and Tools

Access immediately to take control of your finances. From planning your budget to estate-planning checklists, these practical tools are designed to help you organize your financial life with ease and confidence.

Blogs, Podcasts, and Videos

Insights and tips to help you use money as a tool and manage your money mindset.

Online Courses

Suddenly Single? Start moving forward at your own pace on getting your financial house in order from the privacy of your own home.

Workshops

Learn to organize your finances step by step with the expert-led Get Your Docs in a Row workshop.

Books

Get financially organized with our “before” and “after” loss financial checklists.

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