Thinking about the end of life is never easy. But what’s even harder is leaving loved ones with unanswered questions and unnecessary stress.
The Green Box Exercise is a practical and compassionate way to bring everything your family may need into one safe place.
It is a process about taking control, and about showing love for the people who will miss you most when you are gone. It does not need to be done in a single day. More often, it takes several weeks when approached in small, manageable steps.
That is why I am giving you access to free videos where I take you through the process step by step. I am also offering a free companion email plan and a free downloadable workbook, so you can complete your Green Box on your own.
Even if you’re not a client, I encourage you to do this exercise. It is something I recommend to my friends, my family, and to every client I work with.
Why it matters
When someone passes away, families are often left overwhelmed by unanswered questions, missing documents, and stressful admin.
The Green Box helps prevent that. It is one of the most caring things you can do.
What you will learn in the videos
Introduction: What the Green Box is and why it matters
Step 1 Personal: Letters, wills, funeral notes, mementos, contact lists
Step 2 Life Admin: Advisors, utilities, government IDs, passwords, security
Step 3 Financial: Accounts, loans, trusts, superannuation, insurance
How the companion plan works
If you sign up with your email, you will also get a free three month companion plan:
Month 1: Personal — prompts for letters, wills, and funeral instructions
Month 2: Life Admin — reminders for advisors, utilities, and passwords
Month 3: Financial — step by step checklists for accounts, super, and insurance
Each fortnight you will receive a short email with one small, manageable task and encouragement to keep going. By the end of three months, your Green Box will be well on its way.
Who it’s for
Widows and widowers who want to spare their families confusion
Couples preparing for retirement
Anyone who wants peace of mind knowing their affairs are in order
Get access today
Start the Green Box Exercise now. Watch the full video series free, and sign up for the email companion plan to stay on track.
Ready to take control of your financial future?
Let’s have a free introductory call to explore how PlanningSolo can support you on your journey. We're here to help you feel confident and in control of your money — no jargon, no judgment, just clear guidance.
Jordan Vaka is an Authorised Representative of PlanningSolo Licensing AFS Licence No 526143
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.