The Essentials System Course - Cohort 2

The Essentials System Course - Cohort 2

Regular price $297.00 Sale price $99.00 Save 67%


We all know that there are certain crucial documents and pieces of information we need to have in order, both for our own peace of mind and for the sake of our loved ones in case of emergency.

But it can be confusing, overwhelming, and downright frustrating to try to figure out exactly what paperwork we need and how long we should hold onto it.

So we put it off.

We take the risk and just hope that we’ll be lucky enough not to need those important legal documents, financial information, insurance policies, IDs, contacts, and more. 

It’s time to stop procrastinating and finally take action.


🌟 Create a single box that holds all of your most crucial information-- identification documents, financial planning, insurance policies, tax documentation, estate planning paperwork, and more-- so that you have easy access when you need it and your loved ones can find any essential information in case of emergency.

🌟 Identify and close vulnerable gaps that may exist within your future and legacy planning so you and your family can have confidence that you're prepared, no matter what may come.

🌟 Receive daily accountability throughout the two weeks of the program, leading to higher success and completion rates.

We don’t know what the future holds. The sooner we organize our most important documents and information, the sooner we’ll be able to rid ourselves of that constant low-level stress and worry that we aren’t prepared in these absolutely crucial areas of our life. 

You can figure out all the pieces on your own and keep procrastinating, or you can use the guidelines, templates, and accountability we’re offering in The Essentials System and have your most important organizing project complete in just a few weeks! It’s a no-brainer! 💕

Please note: We are not legal or financial professionals. This class provides education and guidance for organizing your most important documents and information, but it does not provide personalized legal or financial advice. For those matters, please speak with your attorney, CPA, or financial advisor.

💗 3 Live Video Sessions. [Friday, September 22nd, Monday, October 2nd, and Monday, October 9th at noon Eastern] All live sessions will be recorded and available on demand after the event concludes.

💗 10 Daily Lessons + Assignments. [Weekdays from September 25th - October 6th] Each lesson includes a short video, editable templates, a daily checklist, and an interactive comments section to ask questions.

💗 Bonus Interview with Estate Attorney Amy June

💗 Bonus Interview with Accountant Sarah Korhnak

💗 Students retain lifetime access to all lessons, even after the live portion of the class is complete.

✨ A thorough and organized box that includes all of your most crucial information (and isn’t bogged down by clutter or unnecessary paperwork)

✨ A clear understanding of exactly what paperwork and information you need to keep, how long you need to keep it, and what you can let go

✨ Identified and closed vulnerable gaps in your future planning so that you and your loved ones will be taken care of

✨ Confidence that you and/or your family members would have easy access to any information you would need in the event of an emergency

This class is hosted in our course community, Circle. After checkout, you will receive an email with login instructions. If you've already taken a course on our Circle platform, you can log in at . This is a digital product. Nothing physical will ship.

Customer Reviews

Based on 2 reviews
Like it

So far, so good. I’m looking forward to the course. Already, focusing on it has gotten me to review some of my documents and uncovered actions I need to take. Thank you for the stimulus!

Coleen Wheeler
Just starting

I'm just starting the course due to multiple health issues but so far I love it. Due to those health issues, this is a very important thing for me to accomplish! I previously did the paperless course and it has been invaluable to me!