PLAN | PROFIT | PROTECT
Caline G. Newton
PERSONAL FINANCE & BUSINESS STRATEGIST | SPEAKER | CERTIFIED FINANCIAL EDUCATOR
LEAVE MEMORIES, NOT A MESS.
STOP AND THINK ABOUT THIS NOW
Imagine a moment where your parents are no longer able to take care of themselves or mange their affairs.
Your family, feeling a whirlwind of emotions, is left to go through old filing cabinets, hack into computers, and sift through stacks of paper, trying to piece together everything.
It's more than about what is left behind. It's how it left behind. It's about ensuring that wishes are clear, documented, organized, and accessible.
You and your family deserve more that a maze, scavenger hunt or last minute scramble.
If something happened to you or your parents today, would you be able to handle everything? In fact, do YOU have your wishes written down and do your loved ones know your wishes?
If your answer is "NO", are your ready to get ready?
Craft calm in the MOMENTS you can't predict.
Organize Today. Give Yourself Peace Tomorrow.
Make plans for YOU, your parents,
their future care, your family and the people who matter.
You can shift from a world of crisis and confusion to clarity and organization. It's not just about planning for hard times; it's about navigating life's twists and turns with grace and strategy.
NOW
HERE IS THE POWERMOVE
Take a proactive step to document every last will, testament and end-of-life wish your parents have.
Engage in open conversations with your family and loved ones about wishes.
It's your legacy crafted on your terms.
With the right estate planning tool, you can confidently create a peace of mind when life may be in pieces.
Introducing the Estate Ready™ Essentials Planner:
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A system of checklists and wishes.
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A place to put ALL your information.
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The pathway to a powerful LEGACY.
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Your wishes recorded and organized your way.
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Take the pieces and put it together.
Get READY with purpose and a plan today because
TOMMOROW is a Gift, not a Given.
Why Do You Need an Estate Ready™ Essentials Planner?
PEACE OF MIND:
Making the investment now will help you navigate life’s toughest moments with a clear roadmap so you can focus on healing and honor.
DIGITAL & PHYSICAL ASSETS:
Taking the time to get your family’s essential documents, digital assets, and wishes in one place will give you peace later.
EMPOWERMENT:
Your parents have worked hard to build a life. Now it’s your turn to ensure their legacy lives on.
VALUE:
Reduce costs drastically when engaging an Attorney or Financial Advisor for your Estate Plan as you would be prepared with the foundational information to protect and pass on your estate with ease.
The Estate Ready™ Essentials Planner gives you the tools to ensure you are prepared and their legacy is preserved.
Greetings, I'm Caline
THE BAHAMIAN MONEY MAVEN with a MISSION
June 17th, 2006, life threw me and my brother a curveball we never saw coming: the loss of our father. While we were grieving, we faced a maze of unanswered questions. What were his final wishes?We were left in the dark; navigating a sea of uncertainties without a compass or GPS.
That overwhelming feeling of being lost, became the catalyst for the change I wanted for our vibrant mother who had so many chapters left to write of her story and now for my clients.
Estate Ready™ Essentials Planner was created as not just a tool, but a promise. A promise that your family's story, wishes and legacy are recorded and that information passed on with dignity.
BECAUSE EVERY LIFE HAS A STORY.
AND EVERYONE HAS A LEGACY.
RECORD | INFORM| PASS ON
Protect what matters most to you.
Because Your Family's Peace Is Priceless
WITH ESTATE READY™ ESSENTIALS PLANNER
The ESTATE READY™ ESSENTIALS PLANNER is an estate planning tool tailored for the modern age. From tangible assets and possessions to digital footprints, the Estate Ready™ Essentials Planner ensures every detail of legacy is organized and accessible.
Gone are the days of storing important documents in shoeboxes or under the bed. Estate planning essentials - like wills, trusts, medical; directives and financial powers of attorney - deserve more than makeshift storage.
And what about digital information? Passwords, online accounts, social media profiles. How do you safeguard these assets if you don't know of their existence?
Welcome to the ESTATE READY™ ESSENTIALS PLANNER - your personal simple solution to catalog and categorize critical personal, financial, and estate information to communicate to loved ones during times of crisis.
The ESTATE READY™ ESSENTIALS PLANNER - although an estate planning tool; it is more than that. The ESTATE READY™ ESSENTIALS PLANNER is a promise. A promise of a centralized, user-friendly system to catalog and consolidate every crucial piece of personal, financial, and estate information.
Categorized into three (3) main sections in the Table of Contents, the Table of Contents is your easy Checklist and guide as you move through the planner. The sections identifying the areas are based on the need of the person who has custody of the planner; whether your trusted family, friend or retained professional.
As you complete your ESTATE READY™ ESSENTIALS PLANNER, there will also be keys throughout the planner called Estate Ready™ Essentials to give you context and ease to your journey.
PLAN TODAY. PROTECT TOMMORROW. PRUSUE A PEACE OF MIND WITH THE ESTATE READY™ ESSENTIALS PLANNER BEFORE THE PIECES FALL APART.
ABOUT CALINE
In a world of financial norms, Caline G. Newton stands out as a true Culture Disruptor. With a blend of extensive education and almost 30 years of hands-on-experience, she's not just any strategist; she's your go-to when you're ready to craft your family's lasting legacy.
As a Certified Accountant, Caline also has a graduate degree in Computer Information Systems and serves as an Accountant and Money Laundering Reporting Officer for a leading Law Firm since April 2000, diving deep into the intricacies of financial management and compliance.
But her credentials don't stop there. As a Certified Fraud Examiner, Financial Crime Specialist, and Financial Educator, Caline brings a holistic approach to personal finance and legacy strategy.
Her reputation as a leading figure in the financial services sector is built on a foundation of Regulatory and Statutory Compliance, Corporate Administration, Anti-Money Laundering, Risk Management, Trust Management and Business Development Strategy.
With Caline G. Newton, you're not just getting education, expertise, and experience; you're getting a partner dedicated to ensuring your financial legacy is as robust and enduring as the life stories it represents.
