The Optimize Your Life Organizer was created to lift the burden of life transitions making them less stressful.

Our Story

Have you ever thought "what if" something happened to your spouse or your parents? How would you handle their finances without them?


Life is full of surprises and unexpected events. At some point, someone else will need to manage your finances and personal matters. This is an extremely difficult task if you don't provide information to guide them.


Our Life Organizer guides you through the process of gathering your important data, to leave for the trusted person who will manage your estate. Very few people know where to start this important process. Life Organizer is a step by step guide to get your finances and your life organized. We provide practical tools, so you know the information to gather, the documents you need to keep and the details to record in our workbook. The Life Organizer workbook is the ultimate guide for you and those who will carry out your wishes.








Optimize Your Life Organizer Preview the Workbook


Optimize Your Life Organizer Interactive Guided PDF Workbook

$19/ PDF Download

  • Download Immediately
  • Guided Workbook To Help You Collect Your Life Data
  • Access To Additional Support Tools
  • Fillable PDF fields
  • Printable or Save On Your Desktop




$24/ Flash Drive

  • USB Flashdrive Sent to you in 3-5 business days
  • Guided Workbook To Help You Collect Your Life Data
  • Access To Additional Support Tools
  • Fillable PDF fields
  • Printable or Save On Your Desktop





Our Story


20 years of experience working with clients as a CPA and Family CFO – all distilled into a guided workbook.


I absolutely love helping my clients plan for the future and overcome challenges. However, some of the most critical steps to prepare for major life events can be completed right at home without hiring a professional. That’s why I created the Optimize Your Life Organizer.


By spending a few hours filling out this guided workbook, anyone can avert the unnecessary headaches and stress that come from unexpected life events. After all, when life brings you together with your loved ones – whether in celebration or grief – you shouldn’t have to think about legal and financial matters.


The Optimize Your Life Organizer is filled with bits of wisdom, success stories and cautionary tales from decades of assisting clients through marriages, adoptions, divorces and the most difficult of all: the loss of a loved one. 


This project has been a labor of love. Even as I created it (with lots of help from my Simplify Wealth team and even my own parents!), I discovered new things to document. I have filled out the Optimize Your Life Organizer myself, and I sleep better knowing my family’s most important information is in one place.



Sincerely,




Angela Alvig, CPA

Founder and President

Simplify Wealth LLC

www.simplify-wealth.com

 

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18258 Minnetonka Blvd, Wayzata, MN 55391

Office telephone : (612) 203-2718

Mail: angela@simplify-wealth.com

Imagine the day when someone needs to know where you bank, or if you have life insurance, how to cancel your Netflix or Direct TV, etc. The Optimize Your Life Organizer was created to lift the burden of life transitions, making them less stressful.

Life is full of surprises and unexpected events. At some point, someone else will need to manage your finances and personal matters. This is an extremely difficult task if you don't provide information to guide them.

This interactive download allows you to enter, save and print your information to make it available to you and those that love you. Our organizer was created to guide you through the process of gathering your important data. By using this system, you are setting your trusted person up for success and giving them a priceless gift.