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is an online toolkit that is used to educate and guide users toward planning for personal change and away from reacting to crises.
Using the MPL program, you make enlightened and rational decisions about some of the most challenging situations and conflicts we face, such as death, inheritances, job crisis, serious illness, elderly parents, disagreements with siblings. The MPL tools are designed to focus on the user's true priorities, needs and requirements.
....Not just the value of what you own
There are often many obstacles that prevent a full and considered evaluation of an individual's or family's circumstances, starting with a simple reluctance to address the tough subjects. Discussions of this nature with some family members may seem too delicate or painful, yet the underlying information is crucial to enable you to develop and implement personal or estate plans based on true values, principles and goals.
The MPL tools let you examine and evaluate these issues without feeling vulnerable or exposed. You and other family members can work one-on-one with a trusted advisor or individuals can access the program in private. Either way, you will share a basic framework for discussing sensitive subjects, clarifying attitudes and beliefs, and setting expectations.
The MoneyPowerLove tools become a way that you and your loved ones can communicate about the important subjects that are often the most difficult to discuss, and then document this critical information for family or professional advisors.
There are several profiles for typical MPL users. See whether you or a family member fits one of these descriptions:
- Natural Planners - You like to think ahead and to have at least an outline of a plan. You keep good records and already work with professional advisors.
- Non-Planner - You say "if I die" rather than "when I die". You really don't want to think about subjects like death or catastrophic illness. You like life the way it is now. It feels overwhelming to consider these topics but you know you should.
- Planning Paralysis - You've started to plan many times but no decisions get made. Everything seems confusing.
- Novices - You have vaguely considered your retirement plans, the state of your elderly parents' health or the impact of your own death on your loved ones. You aren't sure how to get started, how to choose good advisors or even what questions you should be asking, but you are willing to learn.
- Multi-Generational Family Member - You seem to ask most of the "what if" questions in your family discussions. You may have already experienced a personal crisis and recognize that such events do impact the emotional and financial security of your entire family. Your challenge is to convince other family members to help you get ready.
- Crisis Contender - You are in the middle of a major life transition and are searching for support in the way you define options and manage intermediate and long-term challenges.
MPL is not for people looking for a quick fix or easy answer for personal or business planning challenges. Nor is it for individuals who need specific legal, financial or therapeutic advice. The ideas, processes and worksheets contained in this program are intended to support a user's work with professional advisors.
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