Back to Basics

Back to Basics

I think this is the perfect time to go BACK TO BASICS!

In ALL the areas! (I’ve never been more excited about anything – for serious!)

You are getting a free once-in-a-lifetime opportunity here.

When the masses go one way, it’s time to find the opportunities and hidden gems and they are all around! If you are in good health and can use your brain and a computer, there has never been a better time to HIT PLAY on your life!

Or, if you aren’t ready to hit play, you get to hit the reset button on almost everything in your life!

Financially speaking – this is the time to get your financial basics in order.

I have 3 financial basics that I’m telling everyone to make sure they have in place right now. Mostly because you actually have time on your hands at home to get this in place!

These 3 things could possible change your family for generations to come, good or bad! Bad if you don’t have them in place.

  1. A Will.
  2. Life Insurance.
  3. Organized Personal Office: Financials, Important Documents, Investments, Taxes & Expenses.

Yes, those 3.

Number four on the list would be to begin and establish and emergency fund and a stash of cash – if you haven’t done so already or if you haven’t organized that. Even getting started and saving $20 a week to an emergency fund if you don’t already have one! I wrote about this last week and you can read it here!

This is why I’m encouraging you to go back to basics and make sure you are covered before you can move on to bigger and better.

#1: Will

Why the will? Because you will pass away – one day. You have to come to terms with that. Seriously.

Death lost its sting for me many years ago……. doesn’t mean it’s not sad, and that we shouldn’t try to prevent it.

A Last Testament & Will and end of life instructions are the greatest gift you can give your family when you’ve passed on – plus who doesn’t like to have the last word?!

Don’t withhold peace of mind for left behind loved ones – don’t be that person.

You have no excuse! This includes single people!!!

You are stuck at home right now – PM me for a ‘get started will document’ for free or go to and sign up and get one there!

#2: Life Insurance

It still blows my mind that anyone with kids under the age of 18 or with a mortgage or any debt doesn’t have adequate life insurance.

FYI – that means own your own life insurance policy!!!!

Do not just assume having some on your mortgage or through your employer is going to cut it.

This is inexpensive and in my books life insurance is an absolute MUST for everyone (or an insurance like product if you are elderly where money can pass effortlessly to your beneficiaries upon your passing – you can ask me about this privately and you can’t find it at the banks, it’s part of a proper-well-thought-out-estate-plan. End of story!)

You can PM me for quotes (in Canada!). Life insurance and life insurance reviews are all the rage right now – okay – they aren’t – but maybe it’s time you need a review. I’m happy to help!

#3: Organized Personal Office: Financials, Important Documents, Investments, Taxes & Expenses

Your house is clean, but your papers are a MESS! You either keep everything or keep nothing and if requested, it would take you longer than 10 minutes to find something in that disaster, said my mom.

Okay, so maybe it’s not that bad. Or maybe it is.

There are a LOT of reasons to get organized at home and this is the perfect time!

Last year, I created the Wealth Spa™ Money Method!

It’s like Marie Kondo for your money.

It’s literally a way to organize and file – from paper to electronic – all your documents.

We answer all your questions as to what to keep and what to toss, what’s important and what’s not.

Tools and apps to help you while you are away from home and still need access to important info.

ALL of it is in the Money Method.

And because I feel that everyone finally has the time to get some stuff organized and make their home office a space of inviting beauty – I am offering this program at 50% off right now!

It will be the best investment you ever make in your home office!

The big why to organize?!

It’s simple.

“Clarity really does precede success. You can’t hit a target you can’t even see.”

Robin Sharma

There you have it!

3 ways to go back to basics and lay your financial foundation.

You are always given the choice.

You are the one to always choose your life.

You get to be the one who determines how you leave this earth and how to treat your loved ones in the event of your passing.

But more importantly,

You get to choose your life right now.

You get to choose to make it better or worse.

You get to choose the thoughts you think.

You get to choose healing, health & wealth.

You get to…

Live Your Legacy!

xx Lisa