Master Checklist
The Clarity Before Crisis Master Checklist is a simple, high-level guide designed to help you quickly identify your priorities across financial planning, legal preparation, healthcare decisions, caregiving, and legacy planning. It doesn’t overwhelm you with details or require hours of work. Instead, it gives you a clear overview of the major areas that need attention so you can decide what to tackle first.
This checklist helps you:
See the full landscape of what aging, caregiving, and retirement planning involve
Spot gaps you may not have considered—before they become urgent
Determine your first steps based on what feels most important or most unfinished
Organize your thinking before diving into the detailed guides, worksheets, and planning tools in the broader Clarity System
It walks you through big-picture categories like:
What wealth and priorities mean to you Clarity-Before-Crisis-Master-Ch…
Your financial essentials
Key legal documents
Healthcare and long-term care decisions
Family conversations
Caregiving roles and responsibilities
Your values, stories, and legacy intentions
Where and how to store important documents
The Master Checklist doesn’t try to solve everything.
It simply helps you see everything, so you can decide where to begin.
The Clarity Before Crisis Master Checklist is a simple, high-level guide designed to help you quickly identify your priorities across financial planning, legal preparation, healthcare decisions, caregiving, and legacy planning. It doesn’t overwhelm you with details or require hours of work. Instead, it gives you a clear overview of the major areas that need attention so you can decide what to tackle first.
This checklist helps you:
See the full landscape of what aging, caregiving, and retirement planning involve
Spot gaps you may not have considered—before they become urgent
Determine your first steps based on what feels most important or most unfinished
Organize your thinking before diving into the detailed guides, worksheets, and planning tools in the broader Clarity System
It walks you through big-picture categories like:
What wealth and priorities mean to you Clarity-Before-Crisis-Master-Ch…
Your financial essentials
Key legal documents
Healthcare and long-term care decisions
Family conversations
Caregiving roles and responsibilities
Your values, stories, and legacy intentions
Where and how to store important documents
The Master Checklist doesn’t try to solve everything.
It simply helps you see everything, so you can decide where to begin.