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Before and After Loss Money Checklist

Let Mind, Money, Motion help you prepare BEFORE or AFTER the loss of a loved one with a digital checklist pdf or a purse sized checklist booklet to best meet your needs.

A resource by Mind, Money, Motion

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After helping clients for over 20 years prepare for and then move forward after the loss of a loved one, I finally put it all in checklist format. Just cut to the chase and tell me what to do! Anything you complete leaves you and your family so much better off than before. Save yourself and family time, stress and money.

Our Inspiration

When I started a Financial Wellness for Women group and asked them what they most wanted to learn about this was their answer: what can we do now to make it easier when we lose our spouse. 80% of women will experience widowhood so this was a wise request and I have been on a mission for the past decade to help women get their financial house in order so they can enjoy Less Worry, and More Life!

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