Get your financial affairs in order in 30 days or less so that your loved ones have what they need to take over with confidence, clarity and ease.
The Positive Money Blueprint for Organizing Your Financial Affairs
is a step-by-step small group program and course for gathering, storing, and protecting critical information your loved ones need in 30 days or less.
“I can’t believe we didn’t take
care of it earlier.”
We got news in May that a close friend in her 70s had an aggressive form of cancer. In June, treatment was going well though the prognosis was not good. In early July, we met with her and her husband on the front stoop of their row house where she expressed concern about her husband's welfare. Two weeks later, she started an experimental treatment, and two weeks after that went into cardiac arrest and died in intensive care on the last day of July.
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When asked if they had end-of-life documents in place, her husband said, "No. We just never got around to it, sadly. It won't bring her back but not having them added so much to an already stressful situation. I can't believe we didn't take care of it earlier."
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This story is true and way too common.
It’s also avoidable.
Why wait to prepare for the inevitable when you can save heartache,
stress, and potential financial losses?
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Why wait when you can sleep better at night knowing
your loved ones are prepared?
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Why wait to join others on the same path in a community
of genuine support and shared goals?
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A positive legacy is driven by love
rather than fear.
Family is at the heart of why many of us do what we do. We want the best for them. We want to be good role models for our children and caregivers for our parents. We want to protect all we've worked hard for and to pass along a legacy we are proud of.
Therefore, it's no surprise that we struggle with doing the hard things like facing the inevitable and answering emotionally charged questions related to protecting assets and assigning roles and responsibilities to next-of-kin.
No wonder we tell ourselves:
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It's not a good time.
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I'm too busy.
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Someone else will take care of this.
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I have it on my to-do list.
The reality is that resistance is far more about mindset
than about capacity.
Giving your loved ones the gift of confidence, clarity, and ease around managing your affairs when you no longer can is one of the greatest acts of love.​
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Imagine waking up feeling calm and relieved knowing that you have a system and a process for protecting and passing on your legacy with love.
Meet Anita
Anita joined our 30-day challenge last year knowing she wanted to complete a next-of-kin box but also wondering how she was going to fit it into her busy life. Her husband handled most of the finances in the house but their will was out of date. With a growing brood of grandchildren, she felt an urgency to get their affairs in order but had many of the same thoughts listed above.
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Upon completing the challenge, she wrote:
"The process was so helpful, not just with the mechanics of identifying, labeling and filing important paperwork, but also in dealing with the emotions that arise in considering money and inheritance issues."
Top 5 Personal Benefits of Completing
Your Next-of-Kin Box
A friend suggested I title this section,
"Have your affairs in a box before you're in a box." 🤣 🤣 🤣
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Gallows humor is just one of organizing your financial affairs. Peace of mind is another. When you consider all the areas of your life you connect with,
the benefits become even more apparent.
A few to enjoy NOW include:
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Decluttering releases energy, feels great,
and unleashes positive thinking.
2.
Finding money when auditing accounts
and protecting assets from probate is money in the bank.
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Connecting to loved ones in meaningful ways
builds bonds that last generations.
4.
Learning about important details that matter
for your unique estate planning needs helps
you make smarter decisions.
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Sleeping better at night knowing you have a process and system that can be updated and modified easily gives you a solid foundation plus access when the unexpected may happen.
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News no family wants to hear.
It was a Friday night when we got the call. It was my little sister. Her voice was cracking. Given the odd timing and the sound of her voice, I knew it was bad news. Indeed. She was bearing news no family member wanted to hear -- my nephew, age 29, had been in a terrible car accident that morning and was on life support.
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After a long weekend of not knowing, it became clear that he wouldn't make it. Fortunately, he had specified on his license that he wanted his organs donated, and the care and support of the family had been exceptional. Unfortunately, not having access to his computer and phone cost the family precious time, money, and emotional stress on top of grieving the loss of their child.
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You can never know but you can always be prepared.
What to Expect
Are you ready to gift your loved ones the clarity, confidence, and ease of managing your financial affairs when you can't? If yes, then your mission -- should you choose to accept it -- is to complex your Next-of-Kin Box in 30 days or less so your loved ones have what they need to carry on your legacy with clarity, confidence, and ease.
Community. Coaching. Accountability.
​The Positive Money Blueprint for Organizing Your Financial Affairs includes a 4-week coaching program, an interactive online course, and a private community to help you complete what you can of the 30-day process. Admission includes the order of an original version of the NokBox™. However, if you do not need or want one, you can opt out as it is not required for completing this program. (Details below.)
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To get you from here to there, we'll guide you through the following steps:​
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Step 1 - Create Your Game Plan
You'll learn about the 7 Principles of Positive Money and how they can reframe any beliefs or behaviors that stop you from embracing this project from a place of love rather than fear. You'll also learn what should be included in your Next of Kin box, and build a team to help you complete your task.
Step 2 - Gather the Most Important First
This is when you'll gather keys and critical documents that are most essential for your next of kin to take action immediately when needed. If you do nothing more than this, you can sleep better knowing they can find what they need.
Step 3 - Record and Store Financial Information
Gather and store current information regarding your financial affairs, such as bank accounts, insurance, etc.. You'll have checklists, guidance, and community support where you can ask questions, celebrate progress, and be held accountable.
Step 4 - Protect and Communicate Your Wishes
Master the art of money dates to convey your financial plan to loved ones, ensuring everyone understands and respects your vision so that you can leave behind clarity and harmony rather than confusion and discord.
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"The actual work of pulling together a next of kin box isn't that hard, but the mental energy and our own values around money can truly impact how we do this work. If you need a little push to help you with this important work of preparing your documents, do this course.
Ultimately, it's a gift to your loved ones and friends once you pass on. " Trang D.
Your Journey
Your Journey
The following steps are included in the online course.
You do NOT have to complete them in a month or 30 consecutive calendar days as you have lifetime access to the course.
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We recommend planning on one hour per day or step.
The 4-week coaching portion of the program is there to help you get started, feel supported, and benefit from community engagement so you can focus on what matters most.
Module 1: Create Your Game Plan
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Your "Why" in Focus: Clarify Purpose and Commitment
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Winning Mindset: Choosing Love Over Fear
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The Inner Circle: Who Matters Most
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Inside the Box: Anatomy of a Next-of-Kin Box
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From Vision to Action: Your Game Plan with SMART Goals
Module 2: Gather the Most Important First
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Essentials Grab Bag: The Key Bag Checklist
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Guardians of Legacy: Protected Document Bag Checklist
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Your Trusted Network: Identifying Key People
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Crucial Info at a Glance: The Vital Sheet
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From the Heart: Writing Your Next-of-Kin Letter
Module 3: Record and Store Key Information
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Home Base: Documenting Your Primary Residence
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Wheels of Fortune: Recording Vehicle Details
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Counting the Cash: Your Bank Accounts
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Income Streams: Track Your Earnings
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Assets Inventory: What You Own and Value
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Support Network: Family and Friends Directory
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Educational Records: Your Learning Legacy
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Health Matters: Medical Information Essentials
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Your Circles: Communities and Connections
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Legal Matters: Key Documents You Need
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Tax Time: Recording Tax Information
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Will & Trust: The Foundation of Your Estate
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Medical Directives: Your Wishes, Documented
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Power of Attorney: Empowering Decisions
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A Personal Goodbye: End-of-Life Ceremonies
Module 4 - Protect & Communicate Your Wishes
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Lock and Key: Mastering Password Managers
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The Executor's Guide: Roles and Responsibilities
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Heartfelt Conversations: Communicating with Loved Ones
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Legacy in Action: Bringing It All Together with Practice
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Celebrate Your Success: Reflection and Reward
Support You Can Count On
Weekly Coaching Calls During the 4-Week Group Program
Benefit from expert guidance and support on these calls with money relationship expert and founder of the Positive Money Club Cindy Morgan-Jaffe.
Dedicated Community Group
Join a community of fellow participants where you share your wins and challenges, and get help when needed.
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A Comprehensive Set of Digital Tools and Templates
Effortlessly organize and protect your financial legacy with these user-friendly resources, letting you focus on what truly matters, enjoying life with the knowledge that your affairs are in order.​
My Story
The saying goes that we create for others what we wish we had for ourselves. That is certainly the case here. As much as I love to organize and know things are in order, I resisted doing this task for many of the reasons listed above.
It wasn't until I set the goal and made the Positive Money choice to focus on financial security that I learned about The NokBox® through the Toler Financial Group. The "Next-of- Kin" box* is a fire-safe box with worksheets and file folders that make it easy to organize. *Though I highly recommend this resource, it's NOT necessary or a requirement for this course or for completing this task.
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A few things I learned from my experience
and from working with others...
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Organizing our financial affairs saved us money
and brought our family together.
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Build the practice around a habit (like coffee in the morning).
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Positive Money principles and practices were essential.
This program includes the order of a fire-safe Origical NokBox as a bonus. However, if you already have one, use the code provided to remove it from the order.
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Also, this product is NOT required.
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Note: The Positive Money Club is an affiliate as we believe in this woman-owned company and their mission.
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Give the gift that will keep on giving.
Invest today in your financial security so you sleep better
and your loved ones have what they need​
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✅ Four-week small group coaching program (Worth $1800)
✅ Lifetime access to an interactive, online portal that includes course information, materials, and activities that, when completed, you earn points to win an hour of coaching. (Worth $797)​
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✅ The bonus of a fire safe version of the Orginal Next-of-Kin or NokBox™ for storing your documents. (Worth $175) - We order for you. Option to opt-out with coupon below. Not required for this course. ​
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✅ Guidance and resources from experts on estate planning. (Worth $1000) - Note: I am not certified to advise students on legal or estate matters. Materials reflect general knowledge though laws can defer state-to-state.
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✅ A copy of Positive Money - 7 Principles to Living a Rich Life. (Worth $17)
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✅ A bonus mini-course on how to have effective money dates with yourself or others. (Worth $197)
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A value of $3986 for only $997*
* Already have a NokBox™ or system? No problem.
Use coupon code PMC175 on checkout to take $175 off the enrollment fee.​
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All prices do not include tax or VAT.
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"The process was so helpful, not just with the mechanics of identifying, labeling and filing important paperwork, but also in dealing with the emotions that arise in considering money and inheritance issues." Anita P.
Sleep better at night knowing that making
this Positive Money move today will
help you sleep better tomorrow.