Give it to them before they have to go looking.
For professionals, executives, business owners, government employees, and veterans ages 50 to 65.
The account numbers. The policy that pays. The attorney's name. Scattered across drawers, inboxes, and your head.
A form signed twenty years ago still controls the money.
The ones nobody remembered are the ones nobody collects.
One Social Security check stops. A pension may reduce.
By people who have no idea what you wanted.
The bill that arrives once a year is the one that lapses.
We turn a scattered financial life into one organized record your family can actually use. Other organizers hand you blank pages. This one asks you the questions, one hour at a time, finished in a month of Sunday afternoons.
Family, professionals, doctors. Momentum over perfection.
Statements, policies, deeds. Most people find a forgotten account.
One page. The person you would name today, not years ago.
Medical and final wishes, in your own voice.
The pages your family will read again and again.
Ten minutes a year keeps it true.
Every page your family would otherwise have to find on their own.
Open to Where My Documents Are Kept and fill it in. It is the map to everything else.
Tell two people where the planner lives, and you have already done more than most families ever do. Everything after that is Sundays.
I built this out of the same work I do with clients every week.
Retirement income, beneficiary designations, and insurance are where households most often find money they did not know they had, or a gap they did not know they carried. Those pages are in here because I have watched families need them.
"Shateka was very detailed and she made sure that I was able to afford the retirement product that I was interested in. As well as, making sure it was a great investment for me! She has awesome customer service!"
"Working with Shateka was a great experience! I was first introduced via her morning lecture series '99 Steps for Retirement'. I felt quite comfortable learning in her 'online' forum, taking notes and asking multiple questions for several weeks before I approached her for a personal consultation. She has exceeded my expectations at every step and I recommend her services without hesitation."
"I was very pleased with the service I received from Shateka. She went above and beyond to ensure that I had the information I needed to clarify what would best service me financially. I will describe Shateka Husser Financial service as professional and proficient."
Individual experiences may vary.
One forgotten account. One outdated beneficiary form. One policy nobody knew to claim. Any one of those is worth more than the planner.
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