THE WHOLE LIFE LIST

A systematic approach to capture all of the essential details in one place

 
 
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The whole life list

THE WHOLE LIFE LIST

Financial well-being is impacted by elements far beyond paying monthly bills on time and tracking medical expenses. With Everyday Money Management’s Whole Life List, our clients and their families have immediate access to essential personal information whenever it’s needed.  

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.

While there are many workbooks and apps on the market to capture these details, finding, assembling, and documenting the details is cumbersome and time consuming. Everyday Money Management removes this burden, by making this essential documentation part of our everyday process and relationship with clients.

WHAT IS THE WHOLE LIFE LIST?

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.

The Whole Life List can be used by you or your loved ones or caregivers for day-to-day living or at a time of incapacitation or death. Never worry about these essential but overwhelming details again once they have been organized into your Whole Life List.

TYPES OF INFORMATION ON THE WHOLE LIFE LIST

Over the course of 12 months, your daily money manager will work directly with you to document all of your key information, including:

  • Healthcare accounts

  • Bank information

  • Subscriptions

  • Other service providers

  • Passwords

  • Personal information

  • Key contacts

  • Key document storage

  • Advisors

  • Medical providers

  • Financial assets

  • Physical assets

  • Last wishes

  • Much more

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.

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THE WHOLE LIFE LIST

Everyday Money Management can also provide the Whole Life List as a collaborative standalone service for CPAs, financial advisors, estate attorneys, and other professional service providers to offer to their clients. Please contact us to learn more.

 
 
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WHAT PEOPLE ARE SAYING

About the Whole Life List

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.
— Steven M.