Be Prepared for Anything, Anytime
Organized Answers to “Who, What, When and Where”
Why is This Notebook So Important?
I started jotting things down on a piece of paper as my sister brought them to my attention—important because her husband had the onset of Parkinson’s disease. He had definitely managed parts of the household, and now she was being forced to take care of them. Who handles what, how do I contact them, what have we pre-paid, and surprise—I didn’t even know we had a person who did that—were common phrases I heard her say.
At the beginning of his illness, he was able to help her find information, and he remembered what needed to be done, but he just wasn’t able to do as much of it himself. As his illness progressed, he was having memory issues, which posed a new problem such as, "We have someone who trims our trees?"
Through her experiences, with many of my clients chiming in, I arrived at what I think is a fairly comprehensive list of items, that if this information was at your fingertips, it would make life easier, for both short-term and long-term issues.
Who Should Make Use of This Notebook?
- If you are a young single: This book is important because it will not only help you stay organized, it will help your friends or family step in and take care of your affairs in the event you have an accident or become unable to handle your own affairs for a short time.
- If you are married or have a partner: This book is important because it will not only help both of you stay organized, it will be very helpful in the event one of you is unable to handle the tasks he/she typically handled—whether it be for a short time, or longer. It may not be a medical issue. It might be one of you is out of town, like when the water softener quit when he was on his fishing trip. It is very common for each person to have different parts of the household that they manage, and for the other partner to not always know the intricacies involved with it. This keeps all that information in one place.
- If you are an older single: This book is important because it will not only help you stay organized in the event you are finding it hard to remember everything, it will help your friends or family step in as needed to help with only a few items or to handle all of your affairs if needed.
- If you are a parent or sibling: It isn’t something we think of often, but occasionally there is a reason your child or a sibling is unable to handle their own affairs, for a short or extended period of time. Having this information at your fingertips would be invaluable to making your life easier.
Where Do I Keep This Notebook?
This notebook should be kept in your top drawer, easy to reach, easy to change. This way it can be updated whenever you think of new information. Keep it very handy.
The last few pages contain a tear-out section. This contains CONFIDENTIAL information you will want to store securely, in a safe, or locked place. Be sure to let key people know how to access the confidential tear-out section.
Now you will truly be prepared for anything, anytime!
About the Author
Tammy Laurent has been a financial advisor since 1989, and in that time, has heard stories from many clients about putting important things in writing to help others who might have to step in and help. Her production has placed her as one of the top women in the firm, where she has served in numerous volunteer roles within the company, including field trainer, mentor/coach, growth leader, and national speaker.
Tammy is also very active in Rotary where she was president of her club in 2001, and District Governor for the southwestern portion of Minnesota in 2007–2008. She is on the Global Leadership Council for Concordia College, has served as an organist for several churches since the age of 16, and loves to speak to groups on entrepreneurism and business skills.
As a cum laude graduate of Concordia College in Moorhead, Minnesota, she holds degrees in Political Science, Business Administration and a minor in Psychology. She also holds the Chartered Retirement Planning Counselor and Accredited Asset Management Specialist professional designations.
She and husband Gary live in New Prague, Minnesota. They both enjoy camping, backpacking, hiking, canoeing, fishing, biking and anything outdoors—and of course, golfing, as they co-own Stonebrooke Golf Club.