They skip what doesn’t fit. Nobody has to decide anything to start; “I don’t know yet” counts as an answer.
01Where I amToday on one page, and a dated list for the next thirty days. Because nobody can plan from a fog.
02What is aheadA map of the whole process, marked with where they stand. So the next stage is a step, not a cliff.
03My documentsEvery account, deed, policy and statement, with where it lives written beside it. So they don’t pay by the hour to find their own paperwork.
04My money pictureWhat they have, what they owe, and what to ask a professional. Before anyone asks them to agree to anything.
05My peopleAttorney, mediator, EAP, legal plan, and who each one works for. So they know who is on their side of the table.
06My legal benefitThe questions to ask a legal plan or EAP, if your company offers one, and a record of the answers. So the benefit you pay for gets used well.
07WorkA decision about what to tell work, if anything, and a calendar for the quarter. So appointments and deadlines stop colliding.
08My timelineA dated record with a source beside every entry. Because memory isn’t enough when someone asks when.
09My questionsA ranked list to carry into a consultation. The most expensive minutes are the ones spent figuring out what to ask.
10My next ninety daysA dated plan, with who owns each piece. A crisis turned into a schedule they can keep while working.
11Where to go from hereThree doors, and which one is theirs. They leave knowing the next step.
Built by an educator, not an attorney. Educational material only: it ends where a licensed professional begins.