Planning for the "what-ifs" – made simple
Life happens – your plan should be ready.
It’s easy to put off the less glamorous parts of financial planning like insurance policies, estate documents, and contingency plans. But these are the tools that protect everything you’ve worked hard to build.
At GreatDane Investment, we believe preparing for the “what-ifs” isn’t about fear. It’s about empowerment, peace of mind, and protecting your future self.
Risk management is self-care.
You wouldn’t drive without insurance or go years without a check-up, yet many women leave key parts of their financial life unprotected.
Risk planning isn’t just for emergencies. It’s an act of care for yourself and your loved ones.
That includes:
Health insurance that covers more than the basics
Disability insurance that protects your income
Estate documents that ensure your wishes are honored
Life insurance that supports your family if the unthinkable happens
What is often missing from the plan?
Many financial plans skip over:
Durable Powers of Attorney or Health Directives
Outdated or nonexistent wills
Beneficiary designations that haven’t been reviewed in years
Enough insurance to actually cover current needs and lifestyle
It’s not about expecting the worst. It’s about ensuring your values are reflected even if you’re not the one making the decisions.
3 questions to consider now – not later:
If something happened to me, would my loved ones know what to do?
Have I reviewed my insurance and estate plans within the last two years?
Do I feel protected (or exposed) if a curveball came my way?
Try this today:
Pick one risk-management item to tackle:
Review your will or start the process of creating one
Double-check your beneficiary designations
Schedule a conversation with a financial adviser about your insurance needs
A little effort now can create a lot of peace later.
