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Get Your Financial Affairs in Order
in 5 Simple Steps 

Wake up feeling confident and secure knowing your financial affairs are in order.

This self-paced course created by Positive Money coach and guide Cindy Morgan-Jaffe takes you through the practical steps of organizing your financial affairs, using Positive Money Principles to guide, inspire, and support.  


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“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. 

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." 

This story is true and too common. 


It’s also avoidable. 

We know rationally that death can come at any time.


We know that managing our affairs will most likely fall on the shoulders of our loved ones.

We know that few of us want to think or talk about what happens after we're gone or become incapacitated.


We know that estate planning can seem overwhelming. 


So, we naturally...


Put it off because it's uncomfortable, never the right time, or we don't know what to do, among other reasons. 


Think someone else will take care of it.


Assume there's more time.

Which is why embracing this opportunity is one of the greatest gifts you can give yourself

and your loved ones. 



This self-paced course includes all you need to get your financial affairs in order in a timely and effective way and

in the spirit of Positive Money.










Will’s Story


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. 

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, gaining access to his computer and phone was not so easy. 

You can never know but you can prepare. 

Positive Money is a philosophy for living in relationship with money that feels good and delivers positive results.


Though we might not know when we or a loved one will pass, we can take action today to give ourselves and our loved ones the gift of support for the inevitable. 

This is why we're giving you a plan to...

Organize your financial affairs in five simple steps:


  1. Set your goal and timeline

  2. Know what you need

  3. Create a time and approach that feels positive and leads to positive results

  4. Take a team approach

  5. Celebrate success


That you can do on your own time.

So you feel...

  • Confident in what you need and where to go for support.

  • Relieved that you have taken care of something you knew you wanted and needed to do and,

  • Clear about next steps.














This self-paced course includes all you need to get your financial affairs in order in a timely and effective way and

in the spirit of Positive Money.











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 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. 

A few things I learned from my experience

and from working with others...


Resistance has far more to do with mindset than with capacity


Build the practice around a habit (like coffee in the am)


Positive Money principles and practices were essential. 

Your Story

You might be wondering why taking this course is worth the investment when you could just do this yourself with a ton of free material about estate planning online. 

I would tell myself the same thing.

And never get around to it. 😒


When we invest in something we know will pay itself forward,

we're protecting ourselves financially and...


Making Positive Money moves.


Taking action that feels positive and

leads to positive results. 


Being a role model for others. 









This self-paced course includes all you need to get your financial affairs in order in a timely and effective way and

in the spirit of Positive Money.


Invest today in your financial security for only $97 and get the following immediately upon purchase:

✅ Introductory video about Positive Money and how the principles and practices will help you succeed.

✅ Checklist for items to be updated and stored in a safe, secure, place.


✅ Guidance and resources from experts as Cindy is not a lawyer, accountant or financial advisor.

✅ Link to purchase your own NokBox for recording and storing your critical documents and information. 

✅ Units on each of the 7 Positive Money Principles and how to use Positive Money practices throughout the process.

✅ 20% discount on Positive Money coaching should you decide that you need some accountability and/or support to work through resistance or fear.

Sleep better at night knowing that making

this Positive Money move today will

transform your tomorrow.

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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. " Course Participant
"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." Course Participant
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