The Path to Happily Ever After Workbook
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Begin building a retirement plan that keeps you at home, protects your assets, and prevents unnecessary family burden with the Path to Happily Ever After LifePlanning Workbook.
The Path to Happily Ever After LifePlanning Workbook is the ideal starting point for building a retirement plan that protects your independence and gives your family clarity and confidence. Adapted from the same LifePlanning process thousands of families have used with Rajiv Nagaich, this workbook guides you step-by-step through the essential decisions that determine whether you stay in control of your life as your health changes.
Inside, you’ll work through the five pillars of a coordinated plan—health, housing, finance, legal, and family—and learn how to align them so they support, rather than undermine, one another. Easy-to-follow prompts, checklists, and explanations help you uncover risks, strengthen weak spots, and take practical action toward a safer future.
Use this workbook to begin shaping a plan that allows you to remain in the home you love, protect your assets, and prevent avoidable burdens from falling on the people who care about you most.
The Path to Happily Ever After Workbook
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Create a plan for retirement that solves the problems financial portfolios, legal documents, and long-term care insurance policies don't address.
Most people enter retirement assuming that a financial plan, Medicare, basic legal documents, and maybe long-term care insurance will be enough. They aren’t. When health fails—as it eventually does for nearly everyone—those tools alone cannot keep you out of institutional care, cannot guarantee that your assets are protected, and cannot prevent your family from being overwhelmed by decisions, responsibilities, and conflict.
If your goal is to avoid institutional care, avoid going broke paying for care, and avoid becoming a burden on loved ones, you need a coordinated plan—not a collection of disconnected documents and professionals.
The Path to Happily Ever After Workbook gives you the framework to begin creating that plan. It’s the most accessible entry point into the LifePlanning system and the first step toward a retirement that works the way you intend.
If your goal is to avoid institutional care, avoid going broke paying for care, and avoid becoming a burden on loved ones, you need a coordinated plan—not a collection of disconnected documents and professionals.
The Path to Happily Ever After Workbook gives you the framework to begin creating that plan. It’s the most accessible entry point into the LifePlanning system and the first step toward a retirement that works the way you intend.