THE WHOLE LIFE LIST
Everyday Money Management works with clients on an ongoing basis to document all aspects of their financial lives in our Whole Life List. This proprietary process helps our clients capture all of the essential details of their lives in one place, easing access to this critical information for daily living, in case of medical incapacitation, or other critical situations.
You may already have a book, or a list, that remains incomplete. Gathering all the details can be cumbersome. Let us help you finally get it done
By breaking down the enormity of documenting all important information in your life into monthly, manageable pieces, and working through the list over time, this daunting task becomes a simple exercise led by your experienced daily money manager. At the end of the first year, you will have a comprehensive view of all the vital aspects of your financial life.
Over the course of 12 months, your daily money manager will work directly with you to document all of your key information.
Once the details are captured, we revisit each area year after year, to ensure the Whole Life List remains current and comprehensive.
WHO BENEFITS FROM THE WHOLE LIFE LIST?
The Whole Life List service is an integrated part of Everyday Money Management’s relationship with all of our daily money management clients. The data repository is available to not only clients, but also their families and other service providers and care givers as necessary and as clients designate.
THE WHOLE LIFE LIST
All your personal and financial information in one place.
WHAT OUR CLIENTS ARE SAYING
“I think of my Whole Life List as a gift to my kids.
I don’t want them to struggle the way I did when I helped my own parents. ”