"one system, every answer, in one place"
THE LIFE LEDGER™
From Scattered to Secure
in just 7 Weeks!
From Scattered to Secure
in just 7 Weeks!
If something happened to you tomorrow… would your loved ones know where to find everything?”
Stop assuming they’ll "figure it out. Without a clear plan, they could be left scrambling for documents, passwords, and financial details—at the worst possible time. The Life Ledger™ makes sure they have everything they need, exactly when they need it.
You’ve been putting this off far too long.” You know you should have an organized plan for your personal and financial life—but life gets busy, and ‘someday’ keeps getting pushed back. Enough waiting! The Life Ledger™ makes it easy to finally get it done—step by step, no overwhelm.
BY THE END OF THIS WORKSHOP:
You’ll have wrangled the wild chaos of your life details into one beautifully organized place. It’s like giving your future self a high-five and saying, “You’re welcome!”
So grab what you’ve got, don’t stress what you don’t have, and let’s kick off this Life Ledger™ adventure with style, sass, and a whole lot of progress.
BY THE END OF THIS WORKSHOP:
You’ll have a clear, organized snapshot of your financial world all in one place, all locked down.
No more mystery accounts or “I think I had a 401(k) somewhere” moments. Just clarity, confidence, and the power to hand someone the keys to your financial kingdom (if ever needed) without chaos. Let’s make your money make sense and do it with style.
BY THE END OF THIS WORKSHOP:
You'll have a complete snapshot of what you owe all in one place, easy to understand, and empowering (yes, really!!)
You'll trade overwhelm for ownership, confusion for clarity, and groans for a grounded game plan. Because when you know your numbers, you take back your power — and that feels pretty amazing.
BY THE END OF THIS WORKSHOP:
You’ll have a clear, organized inventory of your tangible treasures, from homes and heirlooms to that mystery box in the garage you swear you’ll deal with one day.
No more guessing what you own or where it is, you’ll have it all documented, labeled, and legacy-ready (without needing to call your cousin who “remembers everything”).
BY THE END OF THIS WORKSHOP:
You’ll know exactly which subscriptions, services, and sneaky charges are worth keeping, and which ones can walk the plank.
It's budget clarity meets detective work… and your bank account is going to breathe a huge sigh of relief.
BY THE END OF THIS WORKSHOP:
You’ll have a clear, secure, and thoughtfully organized record of your digital world; the accounts, access points, and logins that quietly run your life behind the scenes.
From financial tools and medical portals to utilities and subscriptions, your loved ones won’t have to face a digital guessing game during a
BY THE END OF THIS WORKSHOP:
You’ll have a clear, secure, and thoughtfully organized record of your digital world; the accounts, access points, and logins that quietly run your life behind the scenes.
From financial tools and medical portals to utilities and subscriptions, your loved ones won’t have to face a digital guessing game during a difficult time. Instead, they’ll have the keys, the instructions, and the peace of knowing you planned ahead — with clarity, care, and love.
Please reach us at info@thelifeledger.com if you cannot find an answer to your question.
The Life Ledger™ isn’t just a binder on a shelf or another online template you’ll “get to someday.” It’s a guided, interactive, done-with-you experience designed to help you actually complete the work not just think about it. The Life Ledger™ is 100% private and secure. Your information stays with you, never shared or stored on public servers — you’re always in control of what to share and with whom.
Here’s what sets it apart:
It’s Modular & Manageable:
We break everything down into bite-sized weekly workshops so you’re never overwhelmed and always making progress.
Real-Time Accountability:
Weekly live sessions keep you on track, supported, and connected. You won’t do this alone you’ll do it together.
All-In-One System:
We don’t just give you forms. We walk you through how to complete them with you organizing financials, legal info, medical contacts, passwords, subscriptions, and more in one clear, accessible location (with both digital and printable options).
It Gets Done — Not Delayed:
No more sticky notes, forgotten folders, or late-night “where is that document?” moments. We help you go from good intentions to completed clarity.
That’s why we designed this course for real life. Each weekly session includes 20 minutes of focused instruction and the rest of the 90-minute session is dedicated to working with us on your fillable The Life Ledger™ documents. Can’t finish during class? Just commit to 15 minutes a day and you’ll be right on track.
You’re covered! Every live class is recorded and posted in your private course portal. While we encourage you to attend live for the real-time support and Q&A, you’ll always have 24/7 access to recordings so you can review the material at your own pace.
Yes, and you won’t really be on your own. Our step-by-step system is designed for simplicity. Whether you're single, married, living with roommates, or managing a household—you’ll be guided every step of the way. Plus, you’ll have access to a supportive community.
Don’t worry—this isn’t school, and there’s no final exam. You’ll have continued access to all course materials and recordings, so you can revisit lessons whenever needed. The Life Ledger™ is meant to evolve as your life does, so you’ll always have the opportunity to catch up or update your documents down the road.
That’s part of what makes The Life Ledger™ community so powerful. We encourage you to choose an accountability partner, and we offer group support in a private forum where you can share wins, ask questions, and get support from both peers and instructors. You’re not doing this alone—we’re here to guide and cheer you on.
Yes! The Life Ledger™ is 100% private and secure. Everything you record stays with you—your information is never shared, sold, or stored on public servers. You are always in full control of your personal details, and only you decide what to share and with whom.
Our MISSION is to equip individuals with the tools and confidence to capture, protect, and share life's most essential information, ensuring that no detail is lost, no loved one is left guessing, and every transition is met with clarity, control, and peace of mind.
Our VISION is a world where every individual is empowered to plan ahead, every family is supported with clarity, and vital information is accessible when it matters most, bringing peace of mind through life's most uncertain moments.
Co-Creator of The Life Ledger™
Retired Fortune 500 Finance Executive Certified Life Coach, through the Brave Thinking Institute .
A lifelong learner and systems thinker, Kevin has helped celebrity transformational coaches build impactful online learning platforms that have changed thousands of lives. He was moved to create The Life Ledger
Co-Creator of The Life Ledger™
Retired Fortune 500 Finance Executive Certified Life Coach, through the Brave Thinking Institute .
A lifelong learner and systems thinker, Kevin has helped celebrity transformational coaches build impactful online learning platforms that have changed thousands of lives. He was moved to create The Life Ledger™ after the unexpected loss of his father—an experience that revealed just how critical it is to have clear, organized access to personal information. Now, he’s on a mission to help others prepare with purpose and peace of mind.
Co-Creator of The Life Ledger ™
Certified Master Life Consultant/Coach,
Founder Platinum L.I.F.E.™
Consulting & University,
College Professor of Personal Wellness,
and Licensed, Board Certified AT
With 30+ years in sports and occupational medicine, Beth has spent her career helping Olympic athletes, weekend warriors, and everyday champions
Co-Creator of The Life Ledger ™
Certified Master Life Consultant/Coach,
Founder Platinum L.I.F.E.™
Consulting & University,
College Professor of Personal Wellness,
and Licensed, Board Certified AT
With 30+ years in sports and occupational medicine, Beth has spent her career helping Olympic athletes, weekend warriors, and everyday champions heal, rebuild, and rise stronger. Whether it was guiding elite performers through recovery or helping clients reclaim their health with nutrition and mindset, she’s always been passionate about getting to the root of what really matters.
Now, as a Master Life Consultant and co-creator of The Life Ledger™, Beth brings that same heart-centered, whole-life approach to organizing what matters most: your life’s essential details. From documents to digital logins, liabilities to legacy wishes, she’s here to help you create a clear, secure, shareable system that speaks for you — especially when you can’t.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.