Be prepared for life’s unexpected moments
A simple, free guide to help your loved ones manage important details if something happens to you.
Life doesn’t always go according to plan. But having your key information organized can make a difficult time much easier for the people you care about.
Our Life Happens Guide is a free, practical resource available to our members.
What is the Life Happens Guide?
The Life Happens Guide helps you keep important information in one place, including:
Financial accounts
Investment accounts
Important contacts
Personal notes and wishes
Insurance details
If you’re ever unable to manage your affairs—or if you pass away—this guide helps your loved ones know what to do next, without added stress or confusion.
Why it matters
Being prepared isn’t about expecting the worst. It’s about making things easier for the people you love.
Members use the Life Happens Guide to feel confident their wishes are known, reduce stress for loved ones during difficult moments, and avoid uncertainty when decisions need to be made. Taking a little time now can make a meaningful difference later.
Free for Innovation Wealth members
The Life Happens Guide is free and available to download below.
You can complete it at your own pace and update it as needed. Many members choose to review it alongside their financial plan to make sure everything works together.
Want extra peace of mind?
As an Innovation member, you have access to complimentary financial planning—a personalized conversation and plan focused on your full financial picture, not just your investments.
A financial planning conversation helps connect the dots between your goals, your finances, and tools like the Life Happens Guide. It’s an opportunity to make sure the right information is in place and that your wishes are clearly supported.
A Financial Plan can help you:
- Review your overall financial picture
- Understand how your accounts, insurance, and plans work together
- Ensure important details align with your goals and priorities
- Feel confident you’re prepared for whatever life brings
There’s no cost and no pressure, just a supportive conversation, focused on you. Have questions or ready to connect to build your financial plan? We’re here to help. Contact us.
Get started today
Download the free fillable Life Happens Guide and start organizing what matters most.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.