PERSONAL LIFE PLAYBOOK™
why I NOW OFFER THIS
I created the Personal Life Playbook™ as an instant download because some people simply asked me to offer it.
Either they couldn't commit to one of my 10-week programs or they didn't feel they had the time to watch one of my digital courses. They just wanted to be able to fill out some sort of "form" and be done.
I've reviewed dozens of forms and workbooks developed by others and what I observed was this: they just weren't sufficient.
For those that were paper-based, they didn't provide enough space to write in vital information — and they were expensive!
What if a page (or three) got lost? What if I wanted to share it with a loved one who lived out of the area? What if I was away from home and changed a password? I had no means of updating the paper form that was home in a drawer. And if I was updating information while at home, there often wasn't enough room for me to add the new information, at least not legibly.
As for the digital forms I evaluated... I found they were overly simplistic. In today's digital age, the amount of data and information associated with every individual is extensive.
So after receiving multiple requests for an instant downloadable spreadsheet,
I decided to make one available to you.
Unlike other available checklists and forms, the Personal Life Playbook™ stands apart with the ability to be customized to your individual preferences — you can change category names and expand the file as needed.
Other benefits include:
✅ protecting it with a password for additional security
✅ storing it securely on your personal computer
✅ sharing it with your executor and/or family members
✅ not paying a third-party company to store and protect your sensitive details
THIS PLAYBOOK IS IDEAL FOR INDIVIDUALS WHO ARE
•extremely self-motivated to organize their important life details
•are not interested in learning why this data is necessary
•savvy spreadsheet users
•are looking for an easy "form" to fill out
•looking for our most cost effective option
THE PERSONAL LIFE PLAYBOOK™ HAS 1,000+ PROMPTS COVERING
THE PERSONAL LIFE PLAYBOOK™ IS NOW AVAILABLE
FAQS
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In what format(s) is the Business Succession Playbook™ available?The Business Succession Playbook™ is available in two versions: Excel and Google Sheets. Purchase the version that makes best sense for you and your business.
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What do I get when I purchase the Business Succession Playbook™?In addition to the Business Succession Playbook™, you'll also receive an orientation video that provides an overview of the digital framework and explains the purpose and goals of each tab. The video also includes suggestions and tips on how to set up your business — and your Successor — up for success.
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How much does the Business Succession Playbook™ cost?The comprehensive Business Succession Playbook™, which includes 360+ prompts, costs $679.