Financial Emergency Plan
Document essential accounts, emergency funds, insurance information, important financial records, and steps to take during a financial emergency.
What Financial Emergency Plan gets you.
By the end of this upgrade you will have a single organized document listing your accounts, emergency funds, insurance, and step-by-step actions to take during a financial emergency.
- List of all bank, investment, and credit accounts
- Insurance policy numbers and provider contacts
- Emergency fund balances and locations
- Important document locations (ID, deeds, titles)
- Emergency contact list (family, advisor, attorney)
Run the upgrade.
- 01
Create a master account list
Document every bank, credit, investment, and loan account with institution name, account type, and how to access it.
- 02
Log emergency fund locations and balances
Record where emergency savings are held and current balances so they can be located quickly under stress.
- 03
Summarize insurance coverage
List each insurance policy (health, auto, home/renters, life, disability) with policy number, provider, and contact information.
- 04
Note key document locations
Record where physical or digital copies of ID, titles, deeds, and estate documents are stored.
- 05
Write a step-by-step action sequence
Draft an ordered list of actions to take during a financial emergency, such as job loss or major medical event, including who to contact first and which funds to access in order.
- 06
Share access with a trusted person
Give a trusted family member or partner access to or a copy of the plan so it is usable if you cannot act yourself.
- A single document contains all accounts, funds, and insurance details
- Document and contact locations are recorded
- A written action sequence for emergencies exists
- A trusted person has access to the plan
Annually
- Update after opening or closing any account
- Update after policy changes or renewals
- Confirm trusted person still has current access