About The Paloma Method
If something happened tomorrow, could someone you trust step into your life and know what to do?
The Paloma Method is a thoughtfully developed life management system created to bring the important information, responsibilities, paperwork and details that keep your life running into one trusted place.
Your home. Other properties. Health information. Legal documents. Banking. Insurance. Investments. Passwords and digital access. Vehicles. Business interests. End of life wishes. The professionals you rely on. And all the information that so often lives in your head or is scattered across filing cabinets, folders, emails, apps and paperwork.
PALOMA brings it together, giving you a clearer understanding of your own life and creating a roadmap for the people you trust.
How The Paloma Method Actually Works
PALOMA takes the important information and paperwork currently scattered across filing cabinets, folders, drawers, emails and your head and gives it one clear, organized system.
Inside your PALOMA binder are 15 double sided guided tabs, each dedicated to an essential area of your life.
You work through each tab, filling in the information and answering the prompts that apply to you. The questions have already been thoughtfully developed to help you understand what you have, what you need to know and what may still be missing.
Then comes the part that makes PALOMA more than a planner.
Behind each tab, you file your own relevant paperwork and supporting documents.
Your insurance information goes behind Insurance. Detailed Property management instructions and documents behind the appropriate property section. Investment statements and information behind Investments & Retirement. Business documents behind Business & Work. And so on.
Instead of important information living in multiple filing systems and locations, PALOMA gives it a logical home and a consistent way to organize it.
You don't need to recreate your life. You're simply taking what you already have, filling in what's missing and organizing it the PALOMA way.
As you work through the 15 sections, PALOMA becomes both your roadmap and your filing system, allowing you and someone you trust to understand what you have, how it works and where the important information can be found.
Fill in the tabs. File the paperwork. Find the gaps. One streamlined system for the business of your life.
This Isn't an Estate Planner
PALOMA is a complete life planner that includes your estate information as part of the bigger picture.
Your will and end of life wishes matter. But so does knowing how your home operates. What other properties you own. Where your insurance policies are. Who manages your investments. Where important documents can be found. How your passwords are managed. Who your doctors are. What needs attention in your business. And the countless other details that keep your life moving.
PALOMA has been thoughtfully developed to focus on what matters most.
Every section has been carefully researched, considered and edited to capture the essential information you need to understand and manage your life, without burying you in complicated forms, endless worksheets or overwhelming estate planning language.
The result is a comprehensive system that feels clear, manageable and, most importantly, possible to finish.
Know What You Don't Know
One of the most valuable things PALOMA does is show you what's missing.
The document you can't find. The beneficiary you haven't reviewed. The insurance coverage you're not sure about. The information only your partner knows. The legal document you still haven't completed. The conversation you've been meaning to have.
As you work through PALOMA, you'll begin to see your entire life in one place and, just as importantly, you'll see the gaps.
Because sometimes the things you don't know are the most important things PALOMA uncovers.
Once you know what's missing, you can do something about it.
If Someone Needed to Step In Tomorrow
PALOMA isn't just about preparing for what happens after you're gone.
What if illness, an accident, surgery or another unexpected circumstance meant you couldn't manage things yourself for a few days, a few weeks or longer?
Could someone you trust step in and know how your life works?
Would they know who to call? What needs attention? Where important documents are kept? How your home and other properties are managed? Who handles your investments? What insurance you have? Where to begin with your business?
PALOMA creates a roadmap to those answers.
If someone you trust ever needs to step in, temporarily or permanently, they won't be starting from scratch.
And If You Had Five Minutes to Leave?
If your house were on fire and you had only minutes to leave, what would you grab?
PALOMA will be one of the first things you take.
Because once you've completed it, PALOMA represents something much bigger than the beautiful binder it lives in.
It's an organized roadmap to your life. What you have. How it works. Where things are. Who matters. Who to call. And what someone needs to know.
Your life, organized and ready to go wherever you go.
Designed for Real Life
We could have made PALOMA hundreds of pages long.
We didn't.
PALOMA isn't about giving you more paperwork. It's about knowing which questions to ask, which information matters and what needs to be organized.
We've done the thinking so you don't have to figure out where to begin.
You simply work through PALOMA one section at a time. Some answers you'll know immediately. Others may require a phone call, a conversation or a little digging. And some may uncover something you've been meaning to deal with for years.
That's the point.
At the end, you haven't simply filled in a binder. You've created a streamlined filing system for your life.
You understand what you have. You've organized the paperwork that supports it. You've dealt with the gaps. And you've created a system that can evolve right along with you.
Fifteen sections. One trusted place. Your life, handled.
