Why a LifeStages Planning Guide?
In today’s fast-paced world, planning for the future and being prepared for unforeseen events is more crucial than ever. Life is unpredictable, and being prepared can make a significant difference in how one responds to emergencies or major life changes.
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The LifeStages Planning Guide is structured around five key life stages, providing practical tips and checklists for each life stage. In addition, the LifeStages Planning Guide works with your EmGoKit to organize, manage, and safeguard your essential documents. Your EmGoKit is a crucial tool to manage not only emergency situations, but also to help you navigate the five life stages listed in the guide.​
The Five Life Stages
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Young Adult/Couple – Organize and Prepare for Your Future Establishing financial independence and making long-term goals. Key considerations include budgeting, building credit, setting up joint financial accounts, and focusing on future plans.
​Growing Family – Stay Organized, Focus on What Matters Most As families grow, so do their responsibilities. Parents face increasing demands, such as managing childcare, supporting education, and protecting their family's future.
​Legacy Planning – Leave a Legacy, Not a Burden Preparing for the eventual transfer of wealth and assets to loved ones. Legacy planning is essential for ensuring that one's wishes are respected, and family members are cared for.
​Retirement – Enjoy Peace of Mind - You've Earned It! During retirement, individuals transition from earning income to managing their accumulated wealth. Ensuring a comfortable lifestyle while safeguarding assets is crucial.
​Accumulating Assets – Plan for Growth, Protect Your Future This phase is often focused on career growth and wealth building. Managing investments, buying a home, and planning for retirement become key priorities.
The LifeStages Planning Guide is included with the purchase of your EmGoKit !
Together, these items will provide a lifetime of planning and organization, as well as being easy-to-access in one place and always ready to go with you!