Transcript
Page 1: BOLD Matters - Getting Things Done...BOLD Matters - Getting Things Done Author Leslie Allen Keywords DAEJ8RmEQXc,BADxyrtWjv4 Created Date 11/1/2020 9:19:17 PM

Do you have a will, a personaldirective, and a power ofattorney?Are these documents current?Do you have any specific wishessupplemental to the will?

LEGAL MATTERS

Do you have a financial plan forthe present & future?Do you have your financial infoorganized (i.e. bank info, taxes,etc.)?Do you have a list of outstandingdebt (credit cards, mortgages)?

FINANCIALMATTERS

Do you have an advance careplan?Do you have a green sleeve andwhere is it stored?What about organ donation?

HEALTH MATTERS

Where are your passwordsstored?Where is the information formemberships, clubs, etc?Who knows where thisinformation is organized andstored?

ALL OTHERMATTERS

Does your family understandwhat is important for you atend-of-life?What unresolved conversationsdo you have?What do you think are thecritical things that you need totalk about?

CONVERSATIONSTHAT MATTER

A LIFE THATMATTERS

What makes you feel alive?What impact do you want tomake?What do you truly value?

B.O.L.D mattersBe Bold - Get things done!

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WHAT ELSE MATTERS?start the conversation....

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